U.S. Global Investors (USGI)’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 | – | Sell |
-5,305
| Closed | -$1.43M | – | 138 |
|
|
2025
Q1 | $1.43M | Buy |
5,305
+805
| +18% | +$217K | 0.19% | 54 |
|
|
2024
Q4 | $1.34M | Buy |
4,500
+1,000
| +29% | +$297K | 0.13% | 56 |
|
|
2024
Q3 | $949K | Buy |
3,500
+1,400
| +67% | +$380K | 0.09% | 65 |
|
|
2024
Q2 | $486K | Buy |
+2,100
| New | +$486K | 0.05% | 78 |
|
|
2023
Q2 | – | Sell |
-1,350
| Closed | -$223K | – | 119 |
|
|
2023
Q1 | $223K | Buy |
+1,350
| New | +$223K | 0.01% | 93 |
|
|
2022
Q3 | – | Sell |
-10,500
| Closed | -$1.46M | – | 116 |
|
|
2022
Q2 | $1.46M | Sell |
10,500
-2,400
| -19% | -$333K | 0.07% | 51 |
|
|
2022
Q1 | $2.41M | Buy |
+12,900
| New | +$2.41M | 0.08% | 45 |
|
|
2021
Q4 | – | Sell |
-15,394
| Closed | -$2.58M | – | 139 |
|
|
2021
Q3 | $2.58M | Buy |
15,394
+5,000
| +48% | +$838K | 0.08% | 44 |
|
|
2021
Q2 | $1.72M | Buy |
+10,394
| New | +$1.72M | 0.06% | 53 |
|