Ausdal Financial 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 | $430K | Sell |
1,348
-1,351
| -50% | -$431K | 0.03% | 461 |
|
2025
Q1 | $726K | Buy |
2,699
+1,500
| +125% | +$404K | 0.05% | 294 |
|
2024
Q4 | $356K | Buy |
1,199
+212
| +21% | +$62.9K | 0.03% | 420 |
|
2024
Q3 | $268K | Buy |
987
+45
| +5% | +$12.2K | 0.03% | 431 |
|
2024
Q2 | $218K | Buy |
942
+4
| +0.4% | +$926 | 0.02% | 458 |
|
2024
Q1 | $214K | Sell |
938
-237
| -20% | -$54K | 0.02% | 431 |
|
2023
Q4 | $220K | Buy |
+1,175
| New | +$220K | 0.03% | 411 |
|
2023
Q3 | – | Sell |
-1,271
| Closed | -$221K | – | 438 |
|
2023
Q2 | $221K | Buy |
+1,271
| New | +$221K | 0.03% | 382 |
|
2023
Q1 | – | Sell |
-1,688
| Closed | -$249K | – | 445 |
|
2022
Q4 | $249K | Sell |
1,688
-188
| -10% | -$27.8K | 0.04% | 380 |
|
2022
Q3 | $253K | Buy |
1,876
+7
| +0.4% | +$944 | 0.04% | 365 |
|
2022
Q2 | $259K | Sell |
1,869
-2,002
| -52% | -$277K | 0.04% | 372 |
|
2022
Q1 | $724K | Buy |
3,871
+1,202
| +45% | +$225K | 0.1% | 215 |
|
2021
Q4 | $437K | Buy |
2,669
+768
| +40% | +$126K | 0.06% | 297 |
|
2021
Q3 | $318K | Buy |
1,901
+77
| +4% | +$12.9K | 0.05% | 349 |
|
2021
Q2 | $301K | Sell |
1,824
-128
| -7% | -$21.1K | 0.05% | 349 |
|
2021
Q1 | $276K | Buy |
+1,952
| New | +$276K | 0.05% | 355 |
|
2016
Q1 | – | Sell |
-1,100
| Closed | -$77K | – | 284 |
|
2015
Q4 | $77K | Buy |
+1,100
| New | +$77K | 0.04% | 350 |
|