Atticus Wealth Management’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 | $31.9K | Hold |
100
| – | – | 0.01% | 365 |
|
|
2025
Q1 | $26.9K | Hold |
100
| – | – | 0.01% | 294 |
|
|
2024
Q4 | $29.7K | Hold |
100
| – | – | 0.01% | 296 |
|
|
2024
Q3 | $27.1K | Hold |
100
| – | – | 0.01% | 304 |
|
|
2024
Q2 | $23.2K | Hold |
100
| – | – | 0.01% | 297 |
|
|
2024
Q1 | $22.8K | Sell |
100
-2,500
| -96% | -$569K | 0.01% | 314 |
|
|
2023
Q4 | $487K | Buy |
2,600
+100
| +4% | +$18.7K | 0.17% | 70 |
|
|
2023
Q3 | $373K | Hold |
2,500
| – | – | 0.14% | 86 |
|
|
2023
Q2 | $436K | Hold |
2,500
| – | – | 0.16% | 84 |
|
|
2023
Q1 | $412K | Hold |
2,500
| – | – | 0.16% | 83 |
|
|
2022
Q4 | $369K | Hold |
2,500
| – | – | 0.15% | 89 |
|
|
2022
Q3 | $347K | Hold |
2,500
| – | – | 0.17% | 82 |
|
|
2022
Q2 | $347K | Hold |
2,500
| – | – | 0.14% | 96 |
|
|
2022
Q1 | $468K | Buy |
+2,500
| New | +$468K | 0.17% | 91 |
|
|
2021
Q3 | – | Sell |
-26
| Closed | -$4K | – | 402 |
|
|
2021
Q2 | $4K | Hold |
26
| – | – | ﹤0.01% | 332 |
|
|
2021
Q1 | $4K | Sell |
26
-43
| -62% | -$6.62K | ﹤0.01% | 308 |
|
|
2020
Q4 | $8K | Buy |
69
+1
| +1% | +$116 | ﹤0.01% | 296 |
|
|
2020
Q3 | $7K | Hold |
68
| – | – | ﹤0.01% | 267 |
|
|
2020
Q2 | $6K | Sell |
68
-1,282
| -95% | -$113K | ﹤0.01% | 259 |
|
|
2020
Q1 | $116K | Buy |
1,350
+73
| +6% | +$6.27K | 0.09% | 108 |
|
|
2019
Q4 | $159K | Buy |
+1,277
| New | +$159K | 0.1% | 97 |
|