Apexium Financial’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 | $539K | Buy |
1,689
+25
| +2% | +$7.98K | 0.03% | 175 |
|
|
2025
Q1 | $448K | Sell |
1,664
-604
| -27% | -$163K | 0.03% | 182 |
|
|
2024
Q4 | $673K | Buy |
2,268
+1,207
| +114% | +$358K | 0.04% | 139 |
|
|
2024
Q3 | $288K | Buy |
1,061
+28
| +3% | +$7.59K | 0.02% | 192 |
|
|
2024
Q2 | $239K | Hold |
1,033
| – | – | 0.02% | 200 |
|
|
2024
Q1 | $235K | Buy |
+1,033
| New | +$235K | 0.02% | 205 |
|