Ulysses 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 | $1.28M | Hold |
4,000
| – | – | 0.13% | 31 |
|
|
2025
Q1 | $1.08M | Hold |
4,000
| – | – | 0.15% | 30 |
|
|
2024
Q4 | $1.19M | Buy |
+4,000
| New | +$1.19M | 0.19% | 33 |
|
|
2023
Q2 | – | Sell |
-44,000
| Closed | -$7.26M | – | 45 |
|
|
2023
Q1 | $7.26M | Hold |
44,000
| – | – | 1.5% | 13 |
|
|
2022
Q4 | $6.5M | Sell |
44,000
-6,000
| -12% | -$887K | 1.57% | 16 |
|
|
2022
Q3 | $6.75M | Buy |
50,000
+20,000
| +67% | +$2.7M | 0.96% | 14 |
|
|
2022
Q2 | $4.16M | Buy |
+30,000
| New | +$4.16M | 0.65% | 19 |
|
|
2022
Q1 | – | Sell |
-40,000
| Closed | -$6.54M | – | 47 |
|
|
2021
Q4 | $6.54M | Buy |
+40,000
| New | +$6.54M | 0.72% | 23 |
|
|
2016
Q2 | – | Sell |
-50,000
| Closed | -$3.07M | – | 39 |
|
|
2016
Q1 | $3.07M | Buy |
+50,000
| New | +$3.07M | 0.33% | 22 |
|