Vontobel Holding’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 | $10.8M | Sell |
33,773
-9,932
| -23% | -$3.17M | 0.03% | 229 |
|
|
2025
Q1 | $11.8M | Buy |
43,705
+5,129
| +13% | +$1.38M | 0.04% | 208 |
|
|
2024
Q4 | $11.4M | Sell |
38,576
-504
| -1% | -$150K | 0.04% | 208 |
|
|
2024
Q3 | $10.6M | Buy |
39,080
+3,449
| +10% | +$935K | 0.03% | 218 |
|
|
2024
Q2 | $8.25M | Sell |
35,631
-23,361
| -40% | -$5.41M | 0.03% | 236 |
|
|
2024
Q1 | $13.4M | Sell |
58,992
-7,764
| -12% | -$1.77M | 0.11% | 174 |
|
|
2023
Q4 | $12.5M | Sell |
66,756
-17,019
| -20% | -$3.19M | 0.1% | 181 |
|
|
2023
Q3 | $12.5M | Buy |
83,775
+8,188
| +11% | +$1.22M | 0.12% | 178 |
|
|
2023
Q2 | $13.2M | Buy |
75,587
+37,881
| +100% | +$6.6M | 0.12% | 174 |
|
|
2023
Q1 | $6.22M | Sell |
37,706
-60,416
| -62% | -$9.97M | 0.06% | 259 |
|
|
2022
Q4 | $14.1M | Sell |
98,122
-12,982
| -12% | -$1.87M | 0.14% | 160 |
|
|
2022
Q3 | $15M | Sell |
111,104
-60,747
| -35% | -$8.2M | 0.18% | 132 |
|
|
2022
Q2 | $24M | Buy |
171,851
+11,218
| +7% | +$1.56M | 0.26% | 96 |
|
|
2022
Q1 | $30.5M | Sell |
160,633
-60,451
| -27% | -$11.5M | 0.26% | 86 |
|
|
2021
Q4 | $36.3M | Buy |
221,084
+42,755
| +24% | +$7.02M | 0.3% | 72 |
|
|
2021
Q3 | $29.9M | Buy |
178,329
+2,718
| +2% | +$455K | 0.26% | 81 |
|
|
2021
Q2 | $28.8M | Buy |
175,611
+10,478
| +6% | +$1.72M | 0.25% | 82 |
|
|
2021
Q1 | $23.4M | Sell |
165,133
-109,286
| -40% | -$15.5M | 0.17% | 87 |
|
|
2020
Q4 | $35.1M | Buy |
+274,419
| New | +$35.1M | 0.23% | 54 |
|