Waterloo Capital’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 | $535K | Buy |
1,677
+660
| +65% | +$210K | 0.04% | 261 |
|
|
2025
Q1 | $274K | Sell |
1,017
-887
| -47% | -$239K | 0.03% | 334 |
|
|
2024
Q4 | $565K | Sell |
1,904
-85
| -4% | -$25.2K | 0.06% | 216 |
|
|
2024
Q3 | $539K | Buy |
+1,989
| New | +$539K | 0.06% | 223 |
|
|
2024
Q1 | – | Sell |
-1,232
| Closed | -$231K | – | 363 |
|
|
2023
Q4 | $231K | Buy |
+1,232
| New | +$231K | 0.04% | 339 |
|