Atria Wealth Solutions’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 | $7.98M | Sell |
24,890
-14,410
| -37% | -$4.62M | 0.18% | 129 |
|
|
2025
Q1 | $10.6M | Sell |
39,300
-2,763
| -7% | -$743K | 0.13% | 172 |
|
|
2024
Q4 | $12.5M | Buy |
42,063
+1,747
| +4% | +$518K | 0.14% | 156 |
|
|
2024
Q3 | $10.9M | Sell |
40,316
-3,501
| -8% | -$949K | 0.12% | 179 |
|
|
2024
Q2 | $10.1M | Sell |
43,817
-10,756
| -20% | -$2.49M | 0.11% | 186 |
|
|
2024
Q1 | $12.4M | Buy |
54,573
+3,361
| +7% | +$765K | 0.14% | 157 |
|
|
2023
Q4 | $9.59M | Buy |
51,212
+53
| +0.1% | +$9.93K | 0.12% | 172 |
|
|
2023
Q3 | $7.63M | Buy |
51,159
+4,573
| +10% | +$682K | 0.11% | 194 |
|
|
2023
Q2 | $8.12M | Buy |
46,586
+857
| +2% | +$149K | 0.11% | 182 |
|
|
2023
Q1 | $7.54M | Buy |
45,729
+3,952
| +9% | +$652K | 0.11% | 180 |
|
|
2022
Q4 | $6.17M | Buy |
41,777
+2,585
| +7% | +$382K | 0.1% | 218 |
|
|
2022
Q3 | $5.29M | Sell |
39,192
-6,079
| -13% | -$820K | 0.09% | 223 |
|
|
2022
Q2 | $5.73M | Buy |
45,271
+26,993
| +148% | +$3.42M | 0.11% | 192 |
|
|
2022
Q1 | $3.42M | Buy |
+18,278
| New | +$3.42M | 0.06% | 331 |
|