Abound 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
$53.2K Sell
167
-2
-1% -$637 0.02% 199
2025
Q1
$45.4K Buy
169
+4
+2% +$1.07K 0.02% 200
2024
Q4
$49K Sell
165
-59
-26% -$17.5K 0.02% 178
2024
Q3
$60.8K Buy
224
+53
+31% +$14.4K 0.02% 152
2024
Q2
$39.6K Buy
171
+6
+4% +$1.39K 0.01% 176
2024
Q1
$37.6K Buy
165
+2
+1% +$456 0.01% 175
2023
Q4
$30.5K Sell
163
-1
-0.6% -$187 0.01% 201
2023
Q3
$24.5K Buy
164
+34
+26% +$5.08K 0.01% 193
2023
Q2
$22.7K Buy
130
+11
+9% +$1.92K 0.01% 203
2023
Q1
$19.6K Buy
119
+55
+86% +$9.08K 0.01% 207
2022
Q4
$9.47K Buy
64
+26
+68% +$3.85K ﹤0.01% 266
2022
Q3
$5.14K Buy
+38
New +$5.14K ﹤0.01% 362