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