Avestar Capital’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 | $2.05M | Buy |
6,429
+186
| +3% | +$59.3K | 0.14% | 104 |
|
|
2025
Q1 | $1.68M | Buy |
6,243
+909
| +17% | +$245K | 0.15% | 105 |
|
|
2024
Q4 | $1.58M | Buy |
5,334
+448
| +9% | +$133K | 0.13% | 106 |
|
|
2024
Q3 | $1.33M | Buy |
4,886
+378
| +8% | +$103K | 0.14% | 113 |
|
|
2024
Q2 | $1.04M | Buy |
4,508
+1,726
| +62% | +$400K | 0.11% | 127 |
|
|
2024
Q1 | $633K | Buy |
2,782
+760
| +38% | +$173K | 0.07% | 185 |
|
|
2023
Q4 | $379K | Buy |
2,022
+577
| +40% | +$108K | 0.04% | 229 |
|
|
2023
Q3 | $216K | Sell |
1,445
-8
| -0.6% | -$1.19K | 0.03% | 289 |
|
|
2023
Q2 | $253K | Buy |
+1,453
| New | +$253K | 0.04% | 241 |
|
|
2023
Q1 | – | Sell |
-1,456
| Closed | -$215K | – | 287 |
|
|
2022
Q4 | $215K | Buy |
+1,456
| New | +$215K | 0.04% | 246 |
|
|
2019
Q3 | – | Sell |
-979
| Closed | -$103K | – | 225 |
|
|
2019
Q2 | $103K | Sell |
979
-87
| -8% | -$9.15K | 0.07% | 185 |
|
|
2019
Q1 | $95K | Sell |
1,066
-66
| -6% | -$5.88K | 0.06% | 199 |
|
|
2018
Q4 | $87K | Sell |
1,132
-159
| -12% | -$12.2K | 0.06% | 195 |
|
|
2018
Q3 | $113K | Buy |
1,291
+74
| +6% | +$6.48K | 0.07% | 184 |
|
|
2018
Q2 | $101K | Buy |
1,217
+61
| +5% | +$5.06K | 0.06% | 197 |
|
|
2018
Q1 | $92K | Buy |
1,156
+162
| +16% | +$12.9K | 0.06% | 181 |
|
|
2017
Q4 | $85K | Buy |
+994
| New | +$85K | 0.06% | 178 |
|