Ascent Wealth Partners’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 | $232K | Buy |
+726
| New | +$232K | 0.03% | 163 |
|
|
2025
Q1 | – | Sell |
-720
| Closed | -$214K | – | 167 |
|
|
2024
Q4 | $214K | Buy |
+720
| New | +$214K | 0.03% | 161 |
|
|
2015
Q4 | – | Sell |
-3,130
| Closed | -$232K | – | 106 |
|
|
2015
Q3 | $232K | Sell |
3,130
-95
| -3% | -$7.04K | 0.14% | 98 |
|
|
2015
Q2 | $250K | Sell |
3,225
-26,470
| -89% | -$2.05M | 0.14% | 99 |
|
|
2015
Q1 | $2.32M | Buy |
29,695
+2,195
| +8% | +$171K | 1.27% | 37 |
|
|
2014
Q4 | $2.56M | Buy |
27,500
+840
| +3% | +$78.2K | 1.5% | 25 |
|
|
2014
Q3 | $2.33M | Sell |
26,660
-20
| -0.1% | -$1.75K | 1.48% | 26 |
|
|
2014
Q2 | $2.53M | Buy |
26,680
+475
| +2% | +$45.1K | 1.6% | 22 |
|
|
2014
Q1 | $2.36M | Buy |
26,205
+250
| +1% | +$22.5K | 1.62% | 19 |
|
|
2013
Q4 | $2.35M | Buy |
+25,955
| New | +$2.35M | 1.67% | 18 |
|