Vista Investment Management’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 | $311K | Sell |
974
-8
| -0.8% | -$2.55K | 0.12% | 145 |
|
|
2025
Q1 | $264K | Sell |
982
-102
| -9% | -$27.5K | 0.1% | 154 |
|
|
2024
Q4 | $322K | Buy |
1,084
+27
| +3% | +$8.02K | 0.12% | 143 |
|
|
2024
Q3 | $287K | Sell |
1,057
-35
| -3% | -$9.5K | 0.11% | 153 |
|
|
2024
Q2 | $253K | Buy |
1,092
+49
| +5% | +$11.3K | 0.1% | 159 |
|
|
2024
Q1 | $238K | Sell |
1,043
-43
| -4% | -$9.79K | 0.1% | 164 |
|
|
2023
Q4 | $203K | Buy |
+1,086
| New | +$203K | 0.09% | 164 |
|
|
2022
Q2 | – | Sell |
-1,093
| Closed | -$204K | – | 162 |
|
|
2022
Q1 | $204K | Buy |
+1,093
| New | +$204K | 0.11% | 158 |
|
|
2021
Q2 | – | Sell |
-1,621
| Closed | -$229K | – | 157 |
|
|
2021
Q1 | $229K | Buy |
+1,621
| New | +$229K | 0.14% | 139 |
|
|
2020
Q1 | – | Sell |
-1,625
| Closed | -$202K | – | 127 |
|
|
2019
Q4 | $202K | Buy |
+1,625
| New | +$202K | 0.15% | 138 |
|