1900 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 | $391K | Buy |
1,226
+42
| +4% | +$13.4K | 0.03% | 170 |
|
|
2025
Q1 | $319K | Buy |
1,184
+19
| +2% | +$5.11K | 0.03% | 178 |
|
|
2024
Q4 | $346K | Hold |
1,165
| – | – | 0.03% | 177 |
|
|
2024
Q3 | $316K | Sell |
1,165
-1
| -0.1% | -$271 | 0.03% | 185 |
|
|
2024
Q2 | $270K | Hold |
1,166
| – | – | 0.03% | 198 |
|
|
2024
Q1 | $265K | Hold |
1,166
| – | – | 0.02% | 206 |
|
|
2023
Q4 | $218K | Buy |
+1,166
| New | +$218K | 0.02% | 279 |
|
|
2023
Q3 | – | Sell |
-1,265
| Closed | -$220K | – | 293 |
|
|
2023
Q2 | $220K | Sell |
1,265
-421
| -25% | -$73.3K | 0.02% | 228 |
|
|
2023
Q1 | $249K | Hold |
1,686
| – | – | 0.03% | 209 |
|
|
2022
Q4 | $249K | Hold |
1,686
| – | – | 0.03% | 207 |
|
|
2022
Q3 | $228K | Hold |
1,686
| – | – | 0.03% | 208 |
|
|
2022
Q2 | $234K | Sell |
1,686
-582
| -26% | -$80.8K | 0.03% | 210 |
|
|
2022
Q1 | $424K | Buy |
2,268
+111
| +5% | +$20.8K | 0.04% | 176 |
|
|
2021
Q4 | $353K | Buy |
+2,157
| New | +$353K | 0.03% | 191 |
|