American Capital Advisory’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 | $36.9K | Buy |
116
+15
| +15% | +$4.77K | 0.02% | 212 |
|
2025
Q1 | $27.1K | Hold |
101
| – | – | 0.01% | 236 |
|
2024
Q4 | $29.8K | Hold |
101
| – | – | 0.02% | 221 |
|
2024
Q3 | $27.3K | Hold |
101
| – | – | 0.02% | 227 |
|
2024
Q2 | $18.8K | Hold |
101
| – | – | 0.01% | 224 |
|
2024
Q1 | $16.6K | Hold |
101
| – | – | 0.01% | 208 |
|
2023
Q4 | $18.8K | Buy |
+101
| New | +$18.8K | 0.01% | 224 |
|