Avantax Planning 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 | $901K | Buy |
2,825
+1
| +0% | +$319 | 0.03% | 198 |
|
|
2025
Q1 | $760K | Buy |
2,824
+305
| +12% | +$82.1K | 0.03% | 200 |
|
|
2024
Q4 | $748K | Sell |
2,519
-202
| -7% | -$60K | 0.03% | 201 |
|
|
2024
Q3 | $738K | Sell |
2,721
-1,428
| -34% | -$387K | 0.03% | 198 |
|
|
2024
Q2 | $961K | Sell |
4,149
-239
| -5% | -$55.3K | 0.03% | 211 |
|
|
2024
Q1 | $999K | Buy |
4,388
+508
| +13% | +$116K | 0.03% | 212 |
|
|
2023
Q4 | $727K | Buy |
3,880
+1,710
| +79% | +$320K | 0.03% | 201 |
|
|
2023
Q3 | $324K | Buy |
2,170
+6
| +0.3% | +$895 | 0.01% | 274 |
|
|
2023
Q2 | $377K | Buy |
2,164
+52
| +2% | +$9.06K | 0.02% | 259 |
|
|
2023
Q1 | $348K | Sell |
2,112
-56
| -3% | -$9.24K | 0.01% | 266 |
|
|
2022
Q4 | $320K | Buy |
2,168
+151
| +7% | +$22.3K | 0.01% | 290 |
|
|
2022
Q3 | $272K | Sell |
2,017
-336
| -14% | -$45.3K | 0.01% | 292 |
|
|
2022
Q2 | $326K | Buy |
2,353
+6
| +0.3% | +$831 | 0.01% | 262 |
|
|
2022
Q1 | $439K | Buy |
2,347
+7
| +0.3% | +$1.31K | 0.02% | 233 |
|
|
2021
Q4 | $383K | Buy |
2,340
+771
| +49% | +$126K | 0.02% | 242 |
|
|
2021
Q3 | $263K | Sell |
1,569
-44
| -3% | -$7.38K | 0.01% | 276 |
|
|
2021
Q2 | $267K | Buy |
+1,613
| New | +$267K | 0.01% | 273 |
|
|
2020
Q1 | – | Sell |
-1,733
| Closed | -$216K | – | 272 |
|
|
2019
Q4 | $216K | Sell |
1,733
-235
| -12% | -$29.3K | 0.01% | 279 |
|
|
2019
Q3 | $233K | Buy |
1,968
+88
| +5% | +$10.4K | 0.01% | 273 |
|
|
2019
Q2 | $235K | Sell |
1,880
-53
| -3% | -$6.63K | 0.02% | 269 |
|
|
2019
Q1 | $211K | Buy |
+1,933
| New | +$211K | 0.01% | 273 |
|
|
2018
Q4 | – | Sell |
-1,661
| Closed | -$177K | – | 353 |
|
|
2018
Q3 | $177K | Buy |
+1,661
| New | +$177K | 0.01% | 256 |
|
|
2018
Q2 | – | Sell |
-1,740
| Closed | -$162K | – | 341 |
|
|
2018
Q1 | $162K | Sell |
1,740
-362
| -17% | -$33.7K | 0.01% | 328 |
|
|
2017
Q4 | $209K | Sell |
2,102
-850
| -29% | -$84.5K | 0.02% | 286 |
|
|
2017
Q3 | $267K | Buy |
+2,952
| New | +$267K | 0.02% | 301 |
|