VAS
Vestmark Advisory Solutions’s American Express AXP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.91M | Buy |
12,251
+11,023
| +898% | +$3.52M | 0.06% | 251 |
|
|
2025
Q1 | $330K | Sell |
1,228
-105
| -8% | -$28.3K | 0.01% | 574 |
|
|
2024
Q4 | $396K | Buy |
+1,333
| New | +$396K | 0.01% | 450 |
|
|
2023
Q3 | – | Sell |
-17,679
| Closed | -$3.08M | – | 452 |
|
|
2023
Q2 | $3.08M | Buy |
17,679
+323
| +2% | +$56.3K | 0.12% | 230 |
|
|
2023
Q1 | $2.86M | Buy |
17,356
+1,151
| +7% | +$190K | 0.12% | 225 |
|
|
2022
Q4 | $2.39M | Buy |
16,205
+824
| +5% | +$122K | 0.12% | 246 |
|
|
2022
Q3 | $2.08M | Sell |
15,381
-2,771
| -15% | -$374K | 0.12% | 248 |
|
|
2022
Q2 | $2.52M | Sell |
18,152
-1,098
| -6% | -$152K | 0.14% | 187 |
|
|
2022
Q1 | $3.6M | Sell |
19,250
-3
| -0% | -$561 | 0.2% | 112 |
|
|
2021
Q4 | $3.15M | Sell |
19,253
-412
| -2% | -$67.4K | 0.18% | 136 |
|
|
2021
Q3 | $3.29M | Sell |
19,665
-3,534
| -15% | -$592K | 0.22% | 110 |
|
|
2021
Q2 | $3.83M | Sell |
23,199
-2,976
| -11% | -$492K | 0.27% | 88 |
|
|
2021
Q1 | $3.7M | Buy |
26,175
+436
| +2% | +$61.7K | 0.33% | 69 |
|
|
2020
Q4 | $3.11M | Sell |
25,739
-7,932
| -24% | -$959K | 0.35% | 68 |
|
|
2020
Q3 | $3.38M | Buy |
33,671
+3,122
| +10% | +$313K | 0.45% | 47 |
|
|
2020
Q2 | $2.91M | Buy |
30,549
+2,831
| +10% | +$269K | 0.45% | 45 |
|
|
2020
Q1 | $2.37M | Buy |
27,718
+1,994
| +8% | +$171K | 0.46% | 47 |
|
|
2019
Q4 | $3.2M | Buy |
25,724
+1,817
| +8% | +$226K | 0.66% | 39 |
|
|
2019
Q3 | $2.83M | Buy |
23,907
+1,531
| +7% | +$181K | 0.46% | 47 |
|
|
2019
Q2 | $2.76M | Sell |
22,376
-323
| -1% | -$39.9K | 0.47% | 44 |
|
|
2019
Q1 | $2.48M | Buy |
+22,699
| New | +$2.48M | 0.44% | 52 |
|