Aurora Private Wealth’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 | $2.15M | Buy |
6,724
+182
| +3% | +$58.1K | 1.59% | 15 |
|
|
2025
Q1 | $1.76M | Sell |
6,542
-171
| -3% | -$46K | 1.41% | 17 |
|
|
2024
Q4 | $1.99M | Buy |
6,713
+269
| +4% | +$79.8K | 1.49% | 14 |
|
|
2024
Q3 | $1.75M | Buy |
6,444
+103
| +2% | +$27.9K | 1.37% | 15 |
|
|
2024
Q2 | $1.47M | Sell |
6,341
-21
| -0.3% | -$4.86K | 1.29% | 17 |
|
|
2024
Q1 | $1.45M | Hold |
6,362
| – | – | 1.25% | 18 |
|
|
2023
Q4 | $1.19M | Hold |
6,362
| – | – | 1.12% | 19 |
|
|
2023
Q3 | $949K | Hold |
6,362
| – | – | 1.05% | 23 |
|
|
2023
Q2 | $1.11M | Sell |
6,362
-297
| -4% | -$51.7K | 1.26% | 18 |
|
|
2023
Q1 | $1.1M | Hold |
6,659
| – | – | 1.17% | 19 |
|
|
2022
Q4 | $984K | Hold |
6,659
| – | – | 1.13% | 23 |
|
|
2022
Q3 | $898K | Sell |
6,659
-125
| -2% | -$16.9K | 0.42% | 40 |
|
|
2022
Q2 | $940K | Buy |
6,784
+125
| +2% | +$17.3K | 0.42% | 44 |
|
|
2022
Q1 | $1.25M | Hold |
6,659
| – | – | 0.51% | 34 |
|
|
2021
Q4 | $1.09M | Sell |
6,659
-93
| -1% | -$15.2K | 0.47% | 38 |
|
|
2021
Q3 | $1.13M | Buy |
6,752
+390
| +6% | +$65.3K | 0.46% | 45 |
|
|
2021
Q2 | $1.05M | Buy |
6,362
+210
| +3% | +$34.7K | 0.42% | 54 |
|
|
2021
Q1 | $870K | Sell |
6,152
-2
| -0% | -$283 | 0.36% | 63 |
|
|
2020
Q4 | $744K | Sell |
6,154
-520
| -8% | -$62.9K | 0.31% | 71 |
|
|
2020
Q3 | $669K | Hold |
6,674
| – | – | 0.29% | 65 |
|
|
2020
Q2 | $635K | Sell |
6,674
-10,931
| -62% | -$1.04M | 0.29% | 64 |
|
|
2020
Q1 | $1.51M | Buy |
17,605
+8,025
| +84% | +$687K | 0.53% | 41 |
|
|
2019
Q4 | $1.19M | Buy |
+9,580
| New | +$1.19M | 0.42% | 43 |
|