Twin Capital Management’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 | $2.73M | Buy |
+8,551
| New | +$2.73M | 0.29% | 93 |
|
|
2025
Q1 | – | Sell |
-5,598
| Closed | -$1.66M | – | 294 |
|
|
2024
Q4 | $1.66M | Sell |
5,598
-179
| -3% | -$53.1K | 0.18% | 132 |
|
|
2024
Q3 | $1.57M | Sell |
5,777
-168
| -3% | -$45.6K | 0.18% | 146 |
|
|
2024
Q2 | $1.38M | Hold |
5,945
| – | – | 0.16% | 149 |
|
|
2024
Q1 | $1.35M | Buy |
5,945
+105
| +2% | +$23.9K | 0.17% | 156 |
|
|
2023
Q4 | $1.09M | Buy |
+5,840
| New | +$1.09M | 0.14% | 165 |
|
|
2023
Q3 | – | Sell |
-15,067
| Closed | -$2.62M | – | 279 |
|
|
2023
Q2 | $2.62M | Sell |
15,067
-5,239
| -26% | -$913K | 0.34% | 80 |
|
|
2023
Q1 | $3.35M | Buy |
20,306
+15,493
| +322% | +$2.56M | 0.46% | 60 |
|
|
2022
Q4 | $711K | Buy |
4,813
+1,097
| +30% | +$162K | 0.09% | 212 |
|
|
2022
Q3 | $501K | Sell |
3,716
-40
| -1% | -$5.39K | 0.07% | 238 |
|
|
2022
Q2 | $521K | Sell |
3,756
-40
| -1% | -$5.55K | 0.07% | 241 |
|
|
2022
Q1 | $710K | Hold |
3,796
| – | – | 0.08% | 226 |
|
|
2021
Q4 | $621K | Sell |
3,796
-320
| -8% | -$52.4K | 0.06% | 247 |
|
|
2021
Q3 | $690K | Buy |
+4,116
| New | +$690K | 0.07% | 244 |
|
|
2017
Q3 | – | Sell |
-28,057
| Closed | -$2.36M | – | 330 |
|
|
2017
Q2 | $2.36M | Sell |
28,057
-1,563
| -5% | -$132K | 0.14% | 212 |
|
|
2017
Q1 | $2.34M | Sell |
29,620
-10,208
| -26% | -$807K | 0.15% | 210 |
|
|
2016
Q4 | $2.95M | Buy |
39,828
+9,984
| +33% | +$740K | 0.19% | 160 |
|
|
2016
Q3 | $1.91M | Buy |
+29,844
| New | +$1.91M | 0.13% | 224 |
|
|
2015
Q1 | – | Sell |
-22,908
| Closed | -$2.13M | – | 250 |
|
|
2014
Q4 | $2.13M | Buy |
22,908
+210
| +0.9% | +$19.5K | 0.2% | 144 |
|
|
2014
Q3 | $1.99M | Sell |
22,698
-2,010
| -8% | -$176K | 0.2% | 146 |
|
|
2014
Q2 | $2.34M | Sell |
24,708
-40
| -0.2% | -$3.8K | 0.24% | 134 |
|
|
2014
Q1 | $2.23M | Buy |
24,748
+200
| +0.8% | +$18K | 0.23% | 140 |
|
|
2013
Q4 | $2.23M | Sell |
24,548
-500
| -2% | -$45.4K | 0.24% | 144 |
|
|
2013
Q3 | $1.89M | Sell |
25,048
-1,350
| -5% | -$102K | 0.2% | 150 |
|
|
2013
Q2 | $1.97M | Buy |
+26,398
| New | +$1.97M | 0.21% | 138 |
|