Astoria Portfolio 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 | $667K | Buy |
2,162
+58
| +3% | +$17.9K | 0.19% | 102 |
|
|
2025
Q1 | $547K | Buy |
2,104
+28
| +1% | +$7.29K | 0.19% | 106 |
|
|
2024
Q4 | $624K | Buy |
2,076
+58
| +3% | +$17.4K | 0.22% | 91 |
|
|
2024
Q3 | $557K | Buy |
2,018
+331
| +20% | +$91.4K | 0.19% | 92 |
|
|
2024
Q2 | $391K | Buy |
1,687
+62
| +4% | +$14.4K | 0.14% | 106 |
|
|
2024
Q1 | $355K | Buy |
1,625
+96
| +6% | +$21K | 0.14% | 108 |
|
|
2023
Q4 | $315K | Sell |
1,529
-931
| -38% | -$192K | 0.13% | 116 |
|
|
2023
Q3 | $353K | Sell |
2,460
-152
| -6% | -$21.8K | 0.17% | 109 |
|
|
2023
Q2 | $455K | Buy |
2,612
+345
| +15% | +$60.1K | 0.18% | 105 |
|
|
2023
Q1 | $369K | Buy |
2,267
+303
| +15% | +$49.3K | 0.16% | 118 |
|
|
2022
Q4 | $298K | Buy |
1,964
+125
| +7% | +$19K | 0.14% | 146 |
|
|
2022
Q3 | $248K | Buy |
1,839
+106
| +6% | +$14.3K | 0.17% | 132 |
|
|
2022
Q2 | $240K | Buy |
1,733
+368
| +27% | +$51K | 0.18% | 136 |
|
|
2022
Q1 | $255K | Buy |
+1,365
| New | +$255K | 0.2% | 99 |
|