Y.D. More Investments’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 | $442K | Sell |
1,389
-187
| -12% | -$59.5K | 0.03% | 152 |
|
|
2025
Q1 | $424K | Buy |
1,576
+28
| +2% | +$7.53K | 0.04% | 154 |
|
|
2024
Q4 | $459K | Buy |
1,548
+251
| +19% | +$74.5K | 0.04% | 146 |
|
|
2024
Q3 | $351K | Buy |
1,297
+81
| +7% | +$21.9K | 0.04% | 165 |
|
|
2024
Q2 | $281K | Buy |
1,216
+376
| +45% | +$86.9K | 0.03% | 169 |
|
|
2024
Q1 | $191K | Buy |
840
+20
| +2% | +$4.55K | 0.03% | 172 |
|
|
2023
Q4 | $153K | Sell |
820
-1,605
| -66% | -$300K | 0.03% | 174 |
|
|
2023
Q3 | $380K | Sell |
2,425
-698
| -22% | -$109K | 0.07% | 120 |
|
|
2023
Q2 | $544K | Sell |
3,123
-71
| -2% | -$12.4K | 0.13% | 87 |
|
|
2023
Q1 | $527K | Sell |
3,194
-967
| -23% | -$159K | 0.12% | 84 |
|
|
2022
Q4 | $613K | Buy |
+4,161
| New | +$613K | 0.15% | 90 |
|