Truvestments Capital’s American Express AXP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $347K | Sell |
1,086
-79
| -7% | -$25.2K | 0.07% | 193 |
|
|
2025
Q1 | $314K | Sell |
1,165
-9
| -0.8% | -$2.42K | 0.07% | 195 |
|
|
2024
Q4 | $349K | Buy |
1,174
+48
| +4% | +$14.3K | 0.09% | 167 |
|
|
2024
Q3 | $305K | Buy |
1,126
+31
| +3% | +$8.4K | 0.08% | 178 |
|
|
2024
Q2 | $254K | Buy |
1,095
+1
| +0.1% | +$232 | 0.1% | 180 |
|
|
2024
Q1 | $249K | Buy |
1,094
+129
| +13% | +$29.4K | 0.1% | 183 |
|
|
2023
Q4 | $181K | Buy |
965
+1
| +0.1% | +$187 | 0.08% | 218 |
|
|
2023
Q3 | $144K | Sell |
964
-248
| -20% | -$37K | 0.07% | 214 |
|
|
2023
Q2 | $211K | Buy |
1,212
+251
| +26% | +$43.7K | 0.11% | 176 |
|
|
2023
Q1 | $159K | Buy |
961
+1
| +0.1% | +$165 | 0.08% | 198 |
|
|
2022
Q4 | $142K | Buy |
960
+1
| +0.1% | +$148 | 0.08% | 199 |
|
|
2022
Q3 | $129K | Sell |
959
-149
| -13% | -$20K | 0.08% | 183 |
|
|
2022
Q2 | $154K | Buy |
1,108
+1
| +0.1% | +$139 | 0.09% | 179 |
|
|
2022
Q1 | $207K | Buy |
1,107
+51
| +5% | +$9.54K | 0.11% | 171 |
|
|
2021
Q4 | $173K | Buy |
1,056
+1
| +0.1% | +$164 | 0.09% | 171 |
|
|
2021
Q3 | $177K | Buy |
1,055
+1
| +0.1% | +$168 | 0.1% | 163 |
|
|
2021
Q2 | $174K | Sell |
1,054
-905
| -46% | -$149K | 0.1% | 158 |
|
|
2021
Q1 | $277K | Buy |
1,959
+760
| +63% | +$107K | 0.16% | 145 |
|
|
2020
Q4 | $144K | Buy |
1,199
+393
| +49% | +$47.2K | 0.1% | 168 |
|
|
2020
Q3 | $81K | Sell |
806
-317
| -28% | -$31.9K | 0.07% | 162 |
|
|
2020
Q2 | $106K | Sell |
1,123
-132
| -11% | -$12.5K | 0.11% | 146 |
|
|
2020
Q1 | $107K | Sell |
1,255
-608
| -33% | -$51.8K | 0.14% | 120 |
|
|
2019
Q4 | $232K | Buy |
1,863
+307
| +20% | +$38.2K | 0.16% | 127 |
|
|
2019
Q3 | $184K | Buy |
1,556
+1
| +0.1% | +$118 | 0.12% | 136 |
|
|
2019
Q2 | $192K | Buy |
1,555
+2
| +0.1% | +$247 | 0.13% | 135 |
|
|
2019
Q1 | $170K | Buy |
+1,553
| New | +$170K | 0.13% | 117 |
|
|
2018
Q3 | $429K | Buy |
4,026
+869
| +28% | +$92.6K | 0.21% | 114 |
|
|
2018
Q2 | $309K | Buy |
+3,157
| New | +$309K | 0.19% | 128 |
|