Abacus Planning Group’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 | $382K | Buy |
1,197
+129
| +12% | +$41.1K | 0.06% | 156 |
|
|
2025
Q1 | $287K | Buy |
1,068
+2
| +0.2% | +$538 | 0.05% | 169 |
|
|
2024
Q4 | $316K | Hold |
1,066
| – | – | 0.06% | 160 |
|
|
2024
Q3 | $289K | Buy |
1,066
+89
| +9% | +$24.1K | 0.05% | 172 |
|
|
2024
Q2 | $226K | Sell |
977
-266
| -21% | -$61.6K | 0.04% | 188 |
|
|
2024
Q1 | $283K | Buy |
1,243
+29
| +2% | +$6.6K | 0.06% | 158 |
|
|
2023
Q4 | $227K | Buy |
+1,214
| New | +$227K | 0.05% | 176 |
|
|
2023
Q3 | – | Sell |
-1,214
| Closed | -$211K | – | 192 |
|
|
2023
Q2 | $211K | Hold |
1,214
| – | – | 0.05% | 180 |
|
|
2023
Q1 | $200K | Buy |
+1,214
| New | +$200K | 0.05% | 175 |
|
|
2022
Q3 | – | Sell |
-1,673
| Closed | -$232K | – | 186 |
|
|
2022
Q2 | $232K | Hold |
1,673
| – | – | 0.07% | 161 |
|
|
2022
Q1 | $313K | Sell |
1,673
-9
| -0.5% | -$1.68K | 0.08% | 148 |
|
|
2021
Q4 | $275K | Buy |
1,682
+199
| +13% | +$32.5K | 0.07% | 166 |
|
|
2021
Q3 | $248K | Hold |
1,483
| – | – | 0.08% | 163 |
|
|
2021
Q2 | $245K | Buy |
+1,483
| New | +$245K | 0.07% | 166 |
|