Versor Investments’s American Express AXP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-4,202
| Closed | -$957K | – | 725 |
|
|
2024
Q1 | $957K | Sell |
4,202
-198
| -5% | -$45.1K | 0.19% | 151 |
|
|
2023
Q4 | $824K | Buy |
+4,400
| New | +$824K | 0.17% | 178 |
|
|
2023
Q2 | – | Sell |
-5,400
| Closed | -$891K | – | 629 |
|
|
2023
Q1 | $891K | Buy |
5,400
+2,981
| +123% | +$492K | 0.12% | 137 |
|
|
2022
Q4 | $357K | Sell |
2,419
-5,790
| -71% | -$855K | 0.03% | 448 |
|
|
2022
Q3 | $1.11M | Buy |
8,209
+859
| +12% | +$116K | 0.07% | 191 |
|
|
2022
Q2 | $1.02M | Buy |
7,350
+6,250
| +568% | +$866K | 0.04% | 245 |
|
|
2022
Q1 | $206K | Sell |
1,100
-500
| -31% | -$93.6K | 0.01% | 579 |
|
|
2021
Q4 | $262K | Buy |
+1,600
| New | +$262K | 0.01% | 441 |
|
|
2018
Q1 | – | Sell |
-8,700
| Closed | -$864K | – | 242 |
|
|
2017
Q4 | $864K | Buy |
+8,700
| New | +$864K | 0.25% | 117 |
|