Vista Investment 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 | $324K | Hold |
1,015
| – | – | 0.09% | 125 |
|
|
2025
Q1 | $273K | Sell |
1,015
-650
| -39% | -$175K | 0.08% | 138 |
|
|
2024
Q4 | $494K | Hold |
1,665
| – | – | 0.15% | 110 |
|
|
2024
Q3 | $451K | Buy |
1,665
+1
| +0.1% | +$271 | 0.14% | 110 |
|
|
2024
Q2 | $385K | Hold |
1,664
| – | – | 0.13% | 114 |
|
|
2024
Q1 | $379K | Hold |
1,664
| – | – | 0.13% | 106 |
|
|
2023
Q4 | $312K | Buy |
+1,664
| New | +$312K | 0.11% | 113 |
|