Y-Intercept (HK)’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 | – | Sell |
-4,387
| Closed | -$1.18M | – | 1630 |
|
|
2025
Q1 | $1.18M | Buy |
+4,387
| New | +$1.18M | 0.08% | 348 |
|
|
2024
Q3 | – | Sell |
-5,201
| Closed | -$1.2M | – | 1307 |
|
|
2024
Q2 | $1.2M | Buy |
+5,201
| New | +$1.2M | 0.07% | 410 |
|
|
2023
Q4 | – | Sell |
-16,845
| Closed | -$2.51M | – | 1226 |
|
|
2023
Q3 | $2.51M | Buy |
+16,845
| New | +$2.51M | 0.25% | 101 |
|
|
2023
Q2 | – | Sell |
-20,636
| Closed | -$3.4M | – | 1264 |
|
|
2023
Q1 | $3.4M | Buy |
+20,636
| New | +$3.4M | 0.4% | 26 |
|
|
2022
Q4 | – | Sell |
-24,122
| Closed | -$3.25M | – | 996 |
|
|
2022
Q3 | $3.25M | Sell |
24,122
-12,655
| -34% | -$1.71M | 0.33% | 57 |
|
|
2022
Q2 | $5.1M | Buy |
36,777
+33,655
| +1,078% | +$4.67M | 0.67% | 16 |
|
|
2022
Q1 | $584K | Sell |
3,122
-9,688
| -76% | -$1.81M | 0.13% | 216 |
|
|
2021
Q4 | $2.1M | Buy |
12,810
+8,029
| +168% | +$1.31M | 0.5% | 31 |
|
|
2021
Q3 | $801K | Buy |
+4,781
| New | +$801K | 0.15% | 225 |
|
|
2021
Q1 | – | Sell |
-7,322
| Closed | -$874K | – | 619 |
|
|
2020
Q4 | $874K | Buy |
+7,322
| New | +$874K | 0.37% | 56 |
|