Apollon 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 | $5.19M | Sell |
16,259
-422
| -3% | -$135K | 0.1% | 174 |
|
|
2025
Q1 | $4.49M | Buy |
16,681
+617
| +4% | +$166K | 0.1% | 188 |
|
|
2024
Q4 | $4.77M | Buy |
16,064
+3,161
| +24% | +$938K | 0.11% | 167 |
|
|
2024
Q3 | $3.5M | Buy |
12,903
+467
| +4% | +$127K | 0.1% | 184 |
|
|
2024
Q2 | $2.88M | Sell |
12,436
-1,699
| -12% | -$393K | 0.09% | 212 |
|
|
2024
Q1 | $3.22M | Buy |
14,135
+930
| +7% | +$212K | 0.1% | 182 |
|
|
2023
Q4 | $2.47M | Buy |
13,205
+6,705
| +103% | +$1.26M | 0.09% | 211 |
|
|
2023
Q3 | $970K | Sell |
6,500
-1,754
| -21% | -$262K | 0.05% | 366 |
|
|
2023
Q2 | $1.44M | Buy |
8,254
+318
| +4% | +$55.4K | 0.07% | 293 |
|
|
2023
Q1 | $1.31M | Buy |
7,936
+709
| +10% | +$117K | 0.08% | 259 |
|
|
2022
Q4 | $1.07M | Buy |
7,227
+874
| +14% | +$129K | 0.08% | 275 |
|
|
2022
Q3 | $857K | Sell |
6,353
-52
| -0.8% | -$7.02K | 0.07% | 299 |
|
|
2022
Q2 | $888K | Sell |
6,405
-787
| -11% | -$109K | 0.07% | 293 |
|
|
2022
Q1 | $1.35M | Buy |
7,192
+1,402
| +24% | +$262K | 0.1% | 219 |
|
|
2021
Q4 | $947K | Buy |
5,790
+1,906
| +49% | +$312K | 0.07% | 295 |
|
|
2021
Q3 | $651K | Buy |
3,884
+1,693
| +77% | +$284K | 0.09% | 218 |
|
|
2021
Q2 | $362K | Buy |
2,191
+160
| +8% | +$26.4K | 0.06% | 255 |
|
|
2021
Q1 | $287K | Buy |
+2,031
| New | +$287K | 0.06% | 274 |
|
|
2020
Q3 | – | Sell |
-502
| Closed | -$48K | – | 198 |
|
|
2020
Q2 | $48K | Buy |
+502
| New | +$48K | 0.03% | 253 |
|
|
2019
Q3 | – | Sell |
-558
| Closed | -$69K | – | 69 |
|
|
2019
Q2 | $69K | Buy |
+558
| New | +$69K | 0.08% | 82 |
|