Aveo Capital 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 | – | Sell |
-1,557
| Closed | -$430K | – | 21 |
|
|
2025
Q1 | $430K | Sell |
1,557
-142
| -8% | -$39.2K | 0.07% | 124 |
|
|
2024
Q4 | $504K | Buy |
+1,699
| New | +$504K | 0.06% | 205 |
|
|
2023
Q3 | – | Sell |
-1,160
| Closed | -$202K | – | 335 |
|
|
2023
Q2 | $202K | Buy |
+1,160
| New | +$202K | 0.03% | 327 |
|
|
2022
Q2 | – | Sell |
-1,136
| Closed | -$212K | – | 269 |
|
|
2022
Q1 | $212K | Buy |
+1,136
| New | +$212K | 0.04% | 255 |
|
|
2017
Q1 | – | Sell |
-5,926
| Closed | -$439K | – | 136 |
|
|
2016
Q4 | $439K | Buy |
+5,926
| New | +$439K | 0.13% | 109 |
|