ARC
Advisor Resource Council’s American Express AXP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $594K | Sell |
1,862
-878
| -32% | -$280K | 0.23% | 62 |
|
|
2025
Q1 | $237K | Buy |
+2,740
| New | +$237K | 0.02% | 517 |
|
|
2024
Q4 | – | Sell |
-3,006
| Closed | -$815K | – | 86 |
|
|
2024
Q3 | $815K | Buy |
+3,006
| New | +$815K | 0.37% | 69 |
|
|
2024
Q2 | – | Sell |
-3,167
| Closed | -$593K | – | 79 |
|
|
2024
Q1 | $593K | Buy |
+3,167
| New | +$593K | 0.25% | 95 |
|
|
2023
Q4 | – | Sell |
-3,247
| Closed | -$484K | – | 482 |
|
|
2023
Q3 | $484K | Buy |
3,247
+262
| +9% | +$39.1K | 0.25% | 69 |
|
|
2023
Q2 | $520K | Sell |
2,985
-405
| -12% | -$70.6K | 0.23% | 68 |
|
|
2023
Q1 | $549K | Buy |
3,390
+305
| +10% | +$49.4K | 0.14% | 165 |
|
|
2022
Q4 | $456K | Sell |
3,085
-15
| -0.5% | -$2.22K | 0.22% | 82 |
|
|
2022
Q3 | $418K | Sell |
3,100
-1,339
| -30% | -$181K | 0.28% | 91 |
|
|
2022
Q2 | $616K | Sell |
4,439
-5,184
| -54% | -$719K | 0.06% | 260 |
|
|
2022
Q1 | $1.8M | Sell |
9,623
-1,720
| -15% | -$322K | 0.54% | 49 |
|
|
2021
Q4 | $1.86M | Buy |
11,343
+798
| +8% | +$131K | 0.14% | 158 |
|
|
2021
Q3 | $1.77M | Sell |
10,545
-220
| -2% | -$36.9K | 0.54% | 48 |
|
|
2021
Q2 | $1.78M | Buy |
+10,765
| New | +$1.78M | 0.19% | 120 |
|