TPA
Trivium Point Advisory’s American Express AXP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $356K | Buy |
1,117
+12
| +1% | +$3.83K | 0.04% | 270 |
|
|
2025
Q1 | $297K | Buy |
1,105
+196
| +22% | +$52.7K | 0.04% | 287 |
|
|
2024
Q4 | $270K | Sell |
909
-56
| -6% | -$16.6K | 0.03% | 299 |
|
|
2024
Q3 | $278K | Buy |
+965
| New | +$278K | 0.04% | 290 |
|
|
2023
Q3 | – | Sell |
-7,608
| Closed | -$1.33M | – | 193 |
|
|
2023
Q2 | $1.33M | Buy |
7,608
+444
| +6% | +$77.3K | 0.36% | 93 |
|
|
2023
Q1 | $1.18M | Buy |
7,164
+482
| +7% | +$79.5K | 0.32% | 105 |
|
|
2022
Q4 | $1M | Buy |
6,682
+51
| +0.8% | +$7.66K | 0.29% | 110 |
|
|
2022
Q3 | $944K | Buy |
6,631
+310
| +5% | +$44.1K | 0.29% | 109 |
|
|
2022
Q2 | $891K | Sell |
6,321
-255
| -4% | -$35.9K | 0.27% | 116 |
|
|
2022
Q1 | $1.21M | Buy |
+6,576
| New | +$1.21M | 0.27% | 115 |
|