Alpha Family Trust’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 | $416K | Hold |
1,305
| – | – | 0.21% | 92 |
|
|
2025
Q1 | $351K | Hold |
1,305
| – | – | 0.2% | 95 |
|
|
2024
Q4 | $387K | Hold |
1,305
| – | – | 0.22% | 75 |
|
|
2024
Q3 | $354K | Hold |
1,305
| – | – | 0.2% | 92 |
|
|
2024
Q2 | $302K | Hold |
1,305
| – | – | 0.18% | 101 |
|
|
2024
Q1 | $297K | Hold |
1,305
| – | – | 0.18% | 107 |
|
|
2023
Q4 | $244K | Buy |
+1,305
| New | +$244K | 0.17% | 120 |
|
|
2023
Q3 | – | Sell |
-1,305
| Closed | -$227K | – | 129 |
|
|
2023
Q2 | $227K | Hold |
1,305
| – | – | 0.16% | 108 |
|
|
2023
Q1 | $215K | Buy |
+1,305
| New | +$215K | 0.17% | 116 |
|