Zullo Investment Group’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 | $603K | Sell |
1,888
-1,586
| -46% | -$506K | 0.24% | 79 |
|
|
2025
Q1 | $935K | Buy |
3,474
+77
| +2% | +$20.7K | 0.4% | 60 |
|
|
2024
Q4 | $1.01M | Buy |
3,397
+130
| +4% | +$38.6K | 0.41% | 55 |
|
|
2024
Q3 | $886K | Buy |
3,267
+20
| +0.6% | +$5.43K | 0.37% | 60 |
|
|
2024
Q2 | $752K | Buy |
3,247
+157
| +5% | +$36.4K | 0.33% | 62 |
|
|
2024
Q1 | $704K | Buy |
3,090
+77
| +3% | +$17.5K | 0.33% | 68 |
|
|
2023
Q4 | $565K | Buy |
3,013
+107
| +4% | +$20K | 0.29% | 72 |
|
|
2023
Q3 | $434K | Buy |
2,906
+317
| +12% | +$47.3K | 0.25% | 81 |
|
|
2023
Q2 | $451K | Buy |
2,589
+61
| +2% | +$10.6K | 0.26% | 84 |
|
|
2023
Q1 | $417K | Buy |
2,528
+40
| +2% | +$6.6K | 0.26% | 82 |
|
|
2022
Q4 | $368K | Buy |
2,488
+10
| +0.4% | +$1.48K | 0.23% | 87 |
|
|
2022
Q3 | $334K | Buy |
2,478
+15
| +0.6% | +$2.02K | 0.22% | 87 |
|
|
2022
Q2 | $341K | Buy |
2,463
+35
| +1% | +$4.85K | 0.21% | 89 |
|
|
2022
Q1 | $454K | Sell |
2,428
-3
| -0.1% | -$561 | 0.24% | 84 |
|
|
2021
Q4 | $398K | Buy |
+2,431
| New | +$398K | 0.2% | 98 |
|