1 North Wealth Services’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 | $44K | Hold |
138
| – | – | 0.02% | 90 |
|
|
2025
Q1 | $37.1K | Buy |
+138
| New | +$37.1K | 0.02% | 91 |
|
|
2019
Q4 | $18K | Hold |
145
| – | – | 0.01% | 155 |
|
|
2019
Q3 | $17K | Buy |
+145
| New | +$17K | 0.01% | 125 |
|
|
2019
Q1 | $16K | Buy |
145
+43
| +42% | +$4.75K | 0.01% | 119 |
|
|
2018
Q4 | $10K | Buy |
+102
| New | +$10K | 0.01% | 145 |
|