Apella Capital’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 | $1.31M | Buy |
4,047
+3,055
| +308% | +$986K | 0.04% | 193 |
|
|
2025
Q1 | $260K | Buy |
992
+61
| +7% | +$16K | 0.01% | 335 |
|
|
2024
Q4 | $276K | Sell |
931
-29
| -3% | -$8.61K | 0.01% | 293 |
|
|
2024
Q3 | $260K | Buy |
960
+29
| +3% | +$7.86K | 0.01% | 285 |
|
|
2024
Q2 | $221K | Buy |
931
+1
| +0.1% | +$238 | 0.01% | 288 |
|
|
2024
Q1 | $204K | Buy |
+930
| New | +$204K | 0.01% | 283 |
|