44 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
Q1 | – | Sell |
-5,325
| Closed | -$1.58M | – | 187 |
|
|
2024
Q4 | $1.58M | Sell |
5,325
-570
| -10% | -$169K | 0.61% | 48 |
|
|
2024
Q3 | $1.6M | Buy |
+5,895
| New | +$1.6M | 0.56% | 58 |
|
|
2021
Q3 | – | Sell |
-1,882
| Closed | -$311K | – | 176 |
|
|
2021
Q2 | $311K | Sell |
1,882
-1,440
| -43% | -$238K | 0.12% | 135 |
|
|
2021
Q1 | $470K | Sell |
3,322
-754
| -18% | -$107K | 0.2% | 106 |
|
|
2020
Q4 | $493K | Buy |
+4,076
| New | +$493K | 0.22% | 98 |
|