Addison Advisors’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 | $179K | Sell |
560
-39
| -7% | -$12.4K | 0.04% | 233 |
|
|
2025
Q1 | $161K | Buy |
599
+29
| +5% | +$7.8K | 0.04% | 238 |
|
|
2024
Q4 | $169K | Sell |
570
-52
| -8% | -$15.4K | 0.05% | 228 |
|
|
2024
Q3 | $169K | Sell |
622
-79
| -11% | -$21.4K | 0.05% | 241 |
|
|
2024
Q2 | $162K | Buy |
701
+205
| +41% | +$47.4K | 0.05% | 230 |
|
|
2024
Q1 | $113K | Buy |
496
+66
| +15% | +$15K | 0.04% | 274 |
|
|
2023
Q4 | $80.6K | Buy |
430
+174
| +68% | +$32.6K | 0.03% | 295 |
|
|
2023
Q3 | $38.2K | Sell |
256
-13
| -5% | -$1.94K | 0.02% | 358 |
|
|
2023
Q2 | $46.9K | Buy |
269
+30
| +13% | +$5.23K | 0.02% | 322 |
|
|
2023
Q1 | $39.4K | Buy |
239
+74
| +45% | +$12.2K | 0.02% | 327 |
|
|
2022
Q4 | $24.4K | Sell |
165
-35
| -18% | -$5.17K | 0.01% | 353 |
|
|
2022
Q3 | $27K | Buy |
200
+141
| +239% | +$19K | 0.02% | 323 |
|
|
2022
Q2 | $8K | Sell |
59
-171
| -74% | -$23.2K | ﹤0.01% | 457 |
|
|
2022
Q1 | $43K | Buy |
230
+173
| +304% | +$32.3K | 0.02% | 302 |
|
|
2021
Q4 | $9K | Buy |
57
+49
| +613% | +$7.74K | 0.01% | 409 |
|
|
2021
Q3 | $1K | Buy |
+8
| New | +$1K | ﹤0.01% | 397 |
|