Venture Visionary Partners’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 | $7.79M | Buy |
24,426
+195
| +0.8% | +$62.2K | 0.29% | 87 |
|
|
2025
Q1 | $6.52M | Buy |
24,231
+233
| +1% | +$62.7K | 0.27% | 99 |
|
|
2024
Q4 | $7.12M | Sell |
23,998
-253
| -1% | -$75.1K | 0.3% | 84 |
|
|
2024
Q3 | $6.58M | Sell |
24,251
-580
| -2% | -$157K | 0.29% | 87 |
|
|
2024
Q2 | $5.75M | Buy |
24,831
+637
| +3% | +$148K | 0.26% | 104 |
|
|
2024
Q1 | $5.51M | Buy |
24,194
+1,260
| +5% | +$287K | 0.26% | 99 |
|
|
2023
Q4 | $4.3M | Sell |
22,934
-212
| -0.9% | -$39.7K | 0.23% | 108 |
|
|
2023
Q3 | $3.45M | Buy |
23,146
+542
| +2% | +$80.9K | 0.21% | 117 |
|
|
2023
Q2 | $3.94M | Sell |
22,604
-58
| -0.3% | -$10.1K | 0.23% | 109 |
|
|
2023
Q1 | $3.74M | Buy |
22,662
+221
| +1% | +$36.5K | 0.24% | 108 |
|
|
2022
Q4 | $3.32M | Buy |
22,441
+583
| +3% | +$86.1K | 0.24% | 101 |
|
|
2022
Q3 | $2.95M | Buy |
21,858
+47
| +0.2% | +$6.34K | 0.24% | 100 |
|
|
2022
Q2 | $3.02M | Buy |
21,811
+92
| +0.4% | +$12.8K | 0.23% | 93 |
|
|
2022
Q1 | $4.06M | Sell |
21,719
-569
| -3% | -$106K | 0.27% | 83 |
|
|
2021
Q4 | $3.65M | Sell |
22,288
-144
| -0.6% | -$23.6K | 0.24% | 94 |
|
|
2021
Q3 | $3.76M | Buy |
22,432
+9,468
| +73% | +$1.59M | 0.27% | 83 |
|
|
2021
Q2 | $2.14M | Buy |
12,964
+2,614
| +25% | +$432K | 0.17% | 120 |
|
|
2021
Q1 | $1.46M | Buy |
10,350
+1,508
| +17% | +$213K | 0.12% | 149 |
|
|
2020
Q4 | $1.07M | Buy |
8,842
+5,909
| +201% | +$714K | 0.12% | 140 |
|
|
2020
Q3 | $294K | Buy |
2,933
+278
| +10% | +$27.9K | 0.07% | 153 |
|
|
2020
Q2 | $252K | Buy |
2,655
+1
| +0% | +$95 | 0.07% | 142 |
|
|
2020
Q1 | $227K | Sell |
2,654
-5,597
| -68% | -$479K | 0.09% | 132 |
|
|
2019
Q4 | $1.03M | Buy |
+8,251
| New | +$1.03M | 0.31% | 51 |
|