Arete Wealth Advisors’s American Express AXP Stock Holding History

Arete Wealth Advisors’s Portfolio AXP Stock Details AXP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$2.78M	Sell	8,735 -4,665	-35%	-$1.48M	0.2%	105
2025 Q1	$3.61M	Sell	13,400 -299	-2%	-$80.5K	0.28%	81
2024 Q4	$4.03M	Buy	13,699 +1,697	+14%	+$500K	0.29%	71
2024 Q3	$3.2M	Buy	12,002 +1,383	+13%	+$368K	0.27%	78
2024 Q2	$2.43M	Sell	10,619 -104	-1%	-$23.8K	0.2%	106
2024 Q1	$2.42M	Buy	10,723 +972	+10%	+$220K	0.22%	106
2023 Q4	$1.83M	Buy	9,751 +2,158	+28%	+$404K	0.14%	157
2023 Q3	$1.13M	Buy	7,593 +1,028	+16%	+$154K	0.2%	115
2023 Q2	$1.15M	Sell	6,565 -2,163	-25%	-$377K	0.1%	195
2023 Q1	$1.44M	Sell	8,728 -512	-6%	-$84.5K	0.12%	159
2022 Q4	$1.37B	Sell	9,240 -466	-5%	-$68.9M	0.12%	152
2022 Q3	$1.31M	Buy	9,706 +189	+2%	+$25.5K	0.13%	143
2022 Q2	$1.32M	Buy	+9,517	New	+$1.32M	0.13%	122
2022 Q1	–	Sell	-7,538	Closed	-$1.26M	–	513
2021 Q4	$1.26M	Buy	7,538 +111	+1%	+$18.6K	0.11%	164
2021 Q3	$1.24M	Buy	7,427 +266	+4%	+$44.4K	0.14%	146
2021 Q2	$1.1M	Sell	7,161 -9	-0.1%	-$1.38K	0.15%	131
2021 Q1	$1.01M	Buy	7,170 +713	+11%	+$101K	0.13%	160
2020 Q4	$779K	Sell	6,457 -806	-11%	-$97.2K	0.11%	173
2020 Q3	$738K	Buy	7,263 +45	+0.6%	+$4.57K	0.11%	181
2020 Q2	$687K	Buy	7,218 +19	+0.3%	+$1.81K	0.12%	185
2020 Q1	$616K	Sell	7,199 -4,047	-36%	-$346K	0.12%	171
2019 Q4	$1.4M	Sell	11,246 -21	-0.2%	-$2.61K	0.24%	101
2019 Q3	$1.33M	Sell	11,267 -88	-0.8%	-$10.4K	0.25%	95
2019 Q2	$1.4M	Buy	11,355 +2,728	+32%	+$337K	0.27%	88
2019 Q1	$943K	Buy	8,627 +796	+10%	+$87K	0.2%	132
2018 Q4	$746K	Sell	7,831 -172	-2%	-$16.4K	0.18%	138
2018 Q3	$852K	Buy	8,003 +1	+0%	+$106	0.19%	130
2018 Q2	$784K	Buy	8,002 +2,363	+42%	+$232K	0.19%	138
2018 Q1	$526K	Sell	5,639 -132	-2%	-$12.3K	0.17%	156
2017 Q4	$573K	Sell	5,771 -1,444	-20%	-$143K	0.19%	148
2017 Q3	$653K	Buy	7,215 +1,562	+28%	+$141K	0.26%	122
2017 Q2	$476K	Buy	+5,653	New	+$476K	0.22%	128