Aberdeen 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 | $662K | Hold |
2,076
| – | – | 0.44% | 70 |
|
|
2025
Q1 | $559K | Hold |
2,076
| – | – | 0.39% | 77 |
|
|
2024
Q4 | $616K | Sell |
2,076
-35
| -2% | -$10.4K | 0.42% | 69 |
|
|
2024
Q3 | $573K | Hold |
2,111
| – | – | 0.38% | 81 |
|
|
2024
Q2 | $489K | Hold |
2,111
| – | – | 0.33% | 88 |
|
|
2024
Q1 | $481K | Hold |
2,111
| – | – | 0.28% | 95 |
|
|
2023
Q4 | $395K | Hold |
2,111
| – | – | 0.29% | 102 |
|
|
2023
Q3 | $315K | Hold |
2,111
| – | – | 0.24% | 109 |
|
|
2023
Q2 | $368K | Hold |
2,111
| – | – | 0.27% | 104 |
|
|
2023
Q1 | $348K | Sell |
2,111
-110
| -5% | -$18.1K | 0.26% | 103 |
|
|
2022
Q4 | $328K | Hold |
2,221
| – | – | 0.25% | 107 |
|
|
2022
Q3 | $300K | Hold |
2,221
| – | – | 0.26% | 103 |
|
|
2022
Q2 | $308K | Hold |
2,221
| – | – | 0.24% | 108 |
|
|
2022
Q1 | $415K | Hold |
2,221
| – | – | 0.28% | 93 |
|
|
2021
Q4 | $363K | Sell |
2,221
-45
| -2% | -$7.36K | 0.24% | 104 |
|
|
2021
Q3 | $380K | Sell |
2,266
-200
| -8% | -$33.5K | 0.37% | 87 |
|
|
2021
Q2 | $407K | Hold |
2,466
| – | – | 0.38% | 86 |
|
|
2021
Q1 | $349K | Sell |
2,466
-10
| -0.4% | -$1.42K | 0.28% | 103 |
|
|
2020
Q4 | $299K | Hold |
2,476
| – | – | 0.23% | 112 |
|
|
2020
Q3 | $248K | Hold |
2,476
| – | – | 0.24% | 111 |
|
|
2020
Q2 | $235K | Sell |
2,476
-20
| -0.8% | -$1.9K | 0.25% | 111 |
|
|
2020
Q1 | $214K | Hold |
2,496
| – | – | 0.26% | 106 |
|
|
2019
Q4 | $311K | Buy |
+2,496
| New | +$311K | 0.23% | 109 |
|