1858 Wealth Management’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 | $542K | Buy |
1,699
+26
| +2% | +$8.29K | 0.4% | 55 |
|
|
2025
Q1 | $450K | Sell |
1,673
-823
| -33% | -$221K | 0.38% | 56 |
|
|
2024
Q4 | $741K | Sell |
2,496
-24
| -1% | -$7.12K | 0.59% | 51 |
|
|
2024
Q3 | $683K | Sell |
2,520
-26
| -1% | -$7.05K | 0.56% | 51 |
|
|
2024
Q2 | $590K | Sell |
2,546
-331
| -12% | -$76.6K | 0.49% | 60 |
|
|
2024
Q1 | $539K | Hold |
2,877
| – | – | 0.51% | 58 |
|
|
2023
Q4 | $539K | Buy |
+2,877
| New | +$539K | 0.51% | 58 |
|