Abundance Wealth Counselors’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 | $1.97M | Sell |
6,159
-54
| -0.9% | -$17.2K | 0.37% | 46 |
|
|
2025
Q1 | $1.67M | Buy |
6,213
+74
| +1% | +$19.9K | 0.35% | 50 |
|
|
2024
Q4 | $1.82M | Buy |
6,139
+8
| +0.1% | +$2.37K | 0.4% | 39 |
|
|
2024
Q3 | $1.66M | Sell |
6,131
-204
| -3% | -$55.3K | 0.34% | 47 |
|
|
2024
Q2 | $1.47M | Buy |
6,335
+190
| +3% | +$44K | 0.68% | 27 |
|
|
2024
Q1 | $1.4M | Buy |
6,145
+15
| +0.2% | +$3.42K | 0.32% | 55 |
|
|
2023
Q4 | $1.15M | Buy |
6,130
+690
| +13% | +$129K | 0.3% | 60 |
|
|
2023
Q3 | $812K | Buy |
+5,440
| New | +$812K | 0.23% | 67 |
|
|
2023
Q2 | – | Sell |
-5,526
| Closed | -$912K | – | 71 |
|
|
2023
Q1 | $912K | Buy |
5,526
+113
| +2% | +$18.6K | 0.23% | 65 |
|
|
2022
Q4 | $800K | Buy |
5,413
+90
| +2% | +$13.3K | 0.22% | 71 |
|
|
2022
Q3 | $718K | Buy |
5,323
+19
| +0.4% | +$2.56K | 0.21% | 70 |
|
|
2022
Q2 | $735K | Sell |
5,304
-2,997
| -36% | -$415K | 0.2% | 71 |
|
|
2022
Q1 | $1.55M | Sell |
8,301
-237
| -3% | -$44.3K | 0.42% | 38 |
|
|
2021
Q4 | $1.4M | Buy |
+8,538
| New | +$1.4M | 0.36% | 47 |
|
|
2021
Q3 | – | Sell |
-8,622
| Closed | -$1.43M | – | 50 |
|
|
2021
Q2 | $1.43M | Sell |
8,622
-1,334
| -13% | -$220K | 0.37% | 35 |
|
|
2021
Q1 | $1.41M | Buy |
9,956
+325
| +3% | +$46K | 0.35% | 25 |
|
|
2020
Q4 | $1.16M | Sell |
9,631
-95
| -1% | -$11.5K | 0.29% | 24 |
|
|
2020
Q3 | $975K | Sell |
9,726
-504
| -5% | -$50.5K | 0.28% | 28 |
|
|
2020
Q2 | $974K | Buy |
10,230
+7,757
| +314% | +$739K | 0.3% | 26 |
|
|
2020
Q1 | $212K | Buy |
+2,473
| New | +$212K | 0.07% | 35 |
|