US Asset Management LLC’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 | $1.02M | Hold |
3,183
| – | – | 0.88% | 28 |
|
|
2025
Q1 | $856K | Sell |
3,183
-17
| -0.5% | -$4.57K | 0.82% | 35 |
|
|
2024
Q4 | $950K | Sell |
3,200
-136
| -4% | -$40.4K | 0.85% | 30 |
|
|
2024
Q3 | $960K | Sell |
3,336
-8
| -0.2% | -$2.3K | 0.85% | 29 |
|
|
2024
Q2 | $774K | Sell |
3,344
-112
| -3% | -$25.9K | 0.7% | 37 |
|
|
2024
Q1 | $787K | Sell |
3,456
-49
| -1% | -$11.2K | 0.71% | 38 |
|
|
2023
Q4 | $657K | Buy |
+3,505
| New | +$657K | 0.65% | 47 |
|
|
2023
Q2 | $614K | Sell |
3,523
-4
| -0.1% | -$697 | 0.65% | 42 |
|
|
2023
Q1 | $582K | Sell |
3,527
-13
| -0.4% | -$2.15K | 0.59% | 43 |
|
|
2022
Q4 | $523K | Buy |
+3,540
| New | +$523K | 0.56% | 53 |
|
|
2022
Q2 | $491K | Hold |
3,540
| – | – | 0.54% | 54 |
|
|
2022
Q1 | $662K | Hold |
3,540
| – | – | 0.61% | 44 |
|
|
2021
Q4 | $579K | Sell |
3,540
-4
| -0.1% | -$654 | 0.55% | 55 |
|
|
2021
Q3 | $594K | Buy |
+3,544
| New | +$594K | 0.58% | 53 |
|