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