Authentikos Wealth Advisory’s American Express AXP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-3,000
| Closed | -$890K | – | 56 |
|
|
2024
Q4 | $890K | Buy |
+3,000
| New | +$890K | 0.88% | 30 |
|
|
2024
Q3 | – | Sell |
-3,000
| Closed | -$695K | – | 153 |
|
|
2024
Q2 | $695K | Hold |
3,000
| – | – | 0.67% | 26 |
|
|
2024
Q1 | $683K | Hold |
3,000
| – | – | 0.69% | 34 |
|
|
2023
Q4 | $562K | Hold |
3,000
| – | – | 0.6% | 37 |
|
|
2023
Q3 | $448K | Sell |
3,000
-22
| -0.7% | -$3.28K | 0.43% | 44 |
|
|
2023
Q2 | $526K | Sell |
3,022
-27
| -0.9% | -$4.7K | 0.5% | 39 |
|
|
2023
Q1 | $450K | Buy |
+3,049
| New | +$450K | 0.46% | 41 |
|