Avidian Wealth Enterprises’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 | $720K | Buy |
2,256
+323
| +17% | +$103K | 0.03% | 255 |
|
|
2025
Q1 | $520K | Buy |
1,933
+22
| +1% | +$5.92K | 0.02% | 301 |
|
|
2024
Q4 | $567K | Buy |
1,911
+125
| +7% | +$37.1K | 0.03% | 275 |
|
|
2024
Q3 | $484K | Buy |
+1,786
| New | +$484K | 0.02% | 300 |
|
|
2023
Q2 | – | Sell |
-2,129
| Closed | -$351K | – | 415 |
|
|
2023
Q1 | $351K | Buy |
2,129
+37
| +2% | +$6.1K | 0.02% | 357 |
|
|
2022
Q4 | $309K | Buy |
+2,092
| New | +$309K | 0.02% | 353 |
|