Arbor Trust Wealth Advisors’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 | $543K | Buy |
1,702
+380
| +29% | +$121K | 0.27% | 59 |
|
|
2025
Q1 | $356K | Buy |
1,322
+342
| +35% | +$92K | 0.17% | 72 |
|
|
2024
Q4 | $291K | Hold |
980
| – | – | 0.14% | 81 |
|
|
2024
Q3 | $227K | Hold |
980
| – | – | 0.12% | 87 |
|
|
2024
Q2 | $227K | Buy |
980
+5
| +0.5% | +$1.16K | 0.12% | 87 |
|
|
2024
Q1 | $213K | Buy |
+975
| New | +$213K | 0.12% | 92 |
|