AO
Advisor OS’s American Express AXP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.04M | Buy |
6,383
+575
| +10% | +$183K | 0.2% | 72 |
|
|
2025
Q1 | $1.56M | Buy |
5,808
+485
| +9% | +$130K | 0.18% | 80 |
|
|
2024
Q4 | $1.58M | Buy |
5,323
+2,094
| +65% | +$622K | 0.18% | 83 |
|
|
2024
Q3 | $876K | Buy |
3,229
+213
| +7% | +$57.8K | 0.09% | 173 |
|
|
2024
Q2 | $698K | Buy |
3,016
+343
| +13% | +$79.4K | 0.08% | 204 |
|
|
2024
Q1 | $609K | Buy |
2,673
+193
| +8% | +$43.9K | 0.07% | 213 |
|
|
2023
Q4 | $465K | Buy |
2,480
+338
| +16% | +$63.3K | 0.06% | 218 |
|
|
2023
Q3 | $320K | Sell |
2,142
-47
| -2% | -$7.01K | 0.05% | 224 |
|
|
2023
Q2 | $381K | Buy |
2,189
+676
| +45% | +$118K | 0.06% | 217 |
|
|
2023
Q1 | $250K | Sell |
1,513
-250
| -14% | -$41.2K | 0.06% | 212 |
|
|
2022
Q4 | $260K | Buy |
+1,763
| New | +$260K | 0.07% | 188 |
|
|
2022
Q2 | – | Sell |
-1,314
| Closed | -$246K | – | 201 |
|
|
2022
Q1 | $246K | Sell |
1,314
-761
| -37% | -$142K | 0.07% | 187 |
|
|
2021
Q4 | $339K | Sell |
2,075
-201
| -9% | -$32.8K | 0.07% | 201 |
|
|
2021
Q3 | $381K | Sell |
2,276
-79
| -3% | -$13.2K | 0.08% | 179 |
|
|
2021
Q2 | $389K | Buy |
+2,355
| New | +$389K | 0.08% | 164 |
|