Vivaldi Capital Management’s American Express AXP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $371K | Hold |
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|
2025
Q1 | $313K | Buy |
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|
2024
Q4 | $274K | Sell |
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|
2024
Q3 | $285K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $230K | Buy |
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|
2022
Q3 | $205K | Sell |
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|
2022
Q2 | $205K | Buy |
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|
2022
Q1 | $214K | Buy |
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|
2021
Q4 | $208K | Buy |
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|
2021
Q3 | $212K | Hold |
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|
2021
Q2 | $210K | Sell |
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|
2021
Q1 | $211K | Sell |
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|
2020
Q4 | $214K | Sell |
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|
2020
Q3 | $231K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $233K | Buy |
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