626 Financial’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 | $483K | Sell |
1,514
-28
| -2% | -$8.93K | 0.23% | 65 |
|
2025
Q1 | $415K | Buy |
1,542
+1
| +0.1% | +$269 | 0.21% | 70 |
|
2024
Q4 | $457K | Buy |
1,541
+135
| +10% | +$40.1K | 0.25% | 63 |
|
2024
Q3 | $381K | Sell |
1,406
-427
| -23% | -$116K | 0.21% | 76 |
|
2024
Q2 | $424K | Buy |
1,833
+1
| +0.1% | +$232 | 0.25% | 66 |
|
2024
Q1 | $417K | Buy |
1,832
+1
| +0.1% | +$228 | 0.25% | 65 |
|
2023
Q4 | $343K | Sell |
1,831
-527
| -22% | -$98.8K | 0.23% | 75 |
|
2023
Q3 | $352K | Buy |
2,358
+1
| +0% | +$149 | 0.24% | 72 |
|
2023
Q2 | $411K | Buy |
2,357
+1
| +0% | +$174 | 0.26% | 63 |
|
2023
Q1 | $389K | Sell |
2,356
-686
| -23% | -$113K | 0.26% | 69 |
|
2022
Q4 | $449K | Sell |
3,042
-803
| -21% | -$119K | 0.31% | 56 |
|
2022
Q3 | $519K | Buy |
3,845
+180
| +5% | +$24.3K | 0.42% | 51 |
|
2022
Q2 | $509K | Buy |
3,665
+101
| +3% | +$14K | 0.39% | 49 |
|
2022
Q1 | $666K | Buy |
3,564
+648
| +22% | +$121K | 0.43% | 47 |
|
2021
Q4 | $477K | Buy |
+2,916
| New | +$477K | 0.29% | 59 |
|
2021
Q1 | $666K | Buy |
+3,564
| New | +$666K | 0.43% | 47 |
|