Angeles Wealth Management’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 | $927K | Buy |
2,907
+634
| +28% | +$202K | 0.06% | 112 |
|
|
2025
Q1 | $612K | Buy |
2,273
+233
| +11% | +$62.7K | 0.05% | 125 |
|
|
2024
Q4 | $605K | Buy |
2,040
+105
| +5% | +$31.2K | 0.05% | 127 |
|
|
2024
Q3 | $525K | Buy |
1,935
+250
| +15% | +$67.8K | 0.05% | 131 |
|
|
2024
Q2 | $390K | Buy |
1,685
+5
| +0.3% | +$1.16K | 0.04% | 144 |
|
|
2024
Q1 | $383K | Buy |
1,680
+461
| +38% | +$105K | 0.04% | 144 |
|
|
2023
Q4 | $228K | Buy |
+1,219
| New | +$228K | 0.03% | 183 |
|