Aprio 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 | $463K | Buy |
1,452
+9
| +0.6% | +$2.87K | 0.05% | 203 |
|
|
2025
Q1 | $388K | Buy |
1,443
+335
| +30% | +$90.1K | 0.05% | 218 |
|
|
2024
Q4 | $329K | Buy |
1,108
+68
| +7% | +$20.2K | 0.05% | 194 |
|
|
2024
Q3 | $282K | Buy |
1,040
+58
| +6% | +$15.7K | 0.05% | 209 |
|
|
2024
Q2 | $227K | Buy |
982
+37
| +4% | +$8.57K | 0.04% | 223 |
|
|
2024
Q1 | $215K | Buy |
+945
| New | +$215K | 0.04% | 204 |
|
|
2022
Q3 | – | Sell |
-2,157
| Closed | -$299K | – | 113 |
|
|
2022
Q2 | $299K | Buy |
+2,157
| New | +$299K | 0.12% | 72 |
|