Accretive Wealth Partners’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 | $418K | Hold |
1,309
| – | – | 0.14% | 113 |
|
|
2025
Q1 | $360K | Buy |
1,309
+409
| +45% | +$113K | 0.13% | 119 |
|
|
2024
Q4 | $267K | Hold |
900
| – | – | 0.11% | 120 |
|
|
2024
Q3 | $244K | Sell |
900
-4
| -0.4% | -$1.09K | 0.1% | 123 |
|
|
2024
Q2 | $209K | Buy |
904
+4
| +0.4% | +$926 | 0.09% | 130 |
|
|
2024
Q1 | $208K | Buy |
+900
| New | +$208K | 0.09% | 133 |
|