Virtus Investment Advisers’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 | $1.67M | Buy |
5,233
+752
| +17% | +$240K | 0.56% | 32 |
|
|
2025
Q1 | $1.21M | Buy |
+4,481
| New | +$1.21M | 0.33% | 111 |
|
|
2018
Q1 | – | Sell |
-11,394
| Closed | -$1.13M | – | 50 |
|
|
2017
Q4 | $1.13M | Buy |
11,394
+1,269
| +13% | +$126K | 0.12% | 196 |
|
|
2017
Q3 | $916K | Sell |
10,125
-1,105
| -10% | -$100K | 0.1% | 235 |
|
|
2017
Q2 | $946K | Sell |
11,230
-5,661
| -34% | -$477K | 0.09% | 231 |
|
|
2017
Q1 | $1.34M | Sell |
16,891
-2,111
| -11% | -$167K | 0.12% | 208 |
|
|
2016
Q4 | $1.41M | Buy |
19,002
+12,658
| +200% | +$938K | 0.11% | 226 |
|
|
2016
Q3 | $406K | Buy |
+6,344
| New | +$406K | 0.03% | 374 |
|