Yarbrough 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
Q1 | – | Sell |
-2,161
| Closed | -$641K | – | 197 |
|
2024
Q4 | $641K | Hold |
2,161
| – | – | 0.02% | 121 |
|
2024
Q3 | $586K | Hold |
2,161
| – | – | 0.02% | 125 |
|
2024
Q2 | $500K | Hold |
2,161
| – | – | 0.02% | 130 |
|
2024
Q1 | $492K | Hold |
2,161
| – | – | 0.02% | 135 |
|
2023
Q4 | $405K | Hold |
2,161
| – | – | 0.02% | 159 |
|
2023
Q3 | $322K | Hold |
2,161
| – | – | 0.02% | 172 |
|
2023
Q2 | $376K | Hold |
2,161
| – | – | 0.02% | 159 |
|
2023
Q1 | $356K | Buy |
2,161
+29
| +1% | +$4.78K | 0.03% | 164 |
|
2022
Q4 | $315K | Hold |
2,132
| – | – | 0.03% | 139 |
|
2022
Q3 | $288K | Hold |
2,132
| – | – | 0.02% | 161 |
|
2022
Q2 | $296K | Sell |
2,132
-615
| -22% | -$85.4K | 0.02% | 148 |
|
2022
Q1 | $514K | Buy |
2,747
+615
| +29% | +$115K | 0.03% | 133 |
|
2021
Q4 | $349K | Buy |
+2,132
| New | +$349K | 0.02% | 173 |
|