Arkadios 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 | $4.39M | Buy |
13,777
+2,310
| +20% | +$737K | 0.13% | 177 |
|
|
2025
Q1 | $3.09M | Buy |
11,467
+5,188
| +83% | +$1.4M | 0.12% | 197 |
|
|
2024
Q4 | $1.86M | Sell |
6,279
-1,013
| -14% | -$301K | 0.1% | 196 |
|
|
2024
Q3 | $1.98M | Buy |
7,292
+732
| +11% | +$199K | 0.11% | 188 |
|
|
2024
Q2 | $1.52M | Buy |
6,560
+4,422
| +207% | +$1.02M | 0.1% | 206 |
|
|
2024
Q1 | $487K | Sell |
2,138
-463
| -18% | -$105K | 0.04% | 382 |
|
|
2023
Q4 | $487K | Sell |
2,601
-848
| -25% | -$159K | 0.04% | 372 |
|
|
2023
Q3 | $515K | Buy |
3,449
+226
| +7% | +$33.7K | 0.05% | 332 |
|
|
2023
Q2 | $562K | Buy |
3,223
+129
| +4% | +$22.5K | 0.07% | 273 |
|
|
2023
Q1 | $510K | Sell |
3,094
-326
| -10% | -$53.8K | 0.06% | 301 |
|
|
2022
Q4 | $505K | Sell |
3,420
-89
| -3% | -$13.2K | 0.07% | 281 |
|
|
2022
Q3 | $473K | Buy |
3,509
+868
| +33% | +$117K | 0.07% | 277 |
|
|
2022
Q2 | $366K | Sell |
2,641
-326
| -11% | -$45.2K | 0.05% | 349 |
|
|
2022
Q1 | $555K | Buy |
2,967
+1,338
| +82% | +$250K | 0.07% | 289 |
|
|
2021
Q4 | $267K | Sell |
1,629
-282
| -15% | -$46.2K | 0.04% | 470 |
|
|
2021
Q3 | $320K | Sell |
1,911
-1,528
| -44% | -$256K | 0.05% | 392 |
|
|
2021
Q2 | $568K | Buy |
3,439
+68
| +2% | +$11.2K | 0.07% | 296 |
|
|
2021
Q1 | $476K | Buy |
3,371
+554
| +20% | +$78.2K | 0.08% | 258 |
|
|
2020
Q4 | $340K | Buy |
2,817
+2,616
| +1,301% | +$316K | 0.07% | 244 |
|
|
2020
Q3 | $21.1K | Sell |
201
-117
| -37% | -$12.3K | 0.01% | 592 |
|
|
2020
Q2 | $30.2K | Buy |
318
+215
| +209% | +$20.4K | 0.02% | 465 |
|
|
2020
Q1 | $8.79K | Hold |
103
| – | – | 0.01% | 666 |
|
|
2019
Q4 | $13.8K | Buy |
+103
| New | +$13.8K | 0.01% | 528 |
|