Avitas Wealth Management’s American Express AXP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $8.39M | Buy |
28,283
+207
| +0.7% | +$61.4K | 1.16% | 19 |
|
|
2024
Q3 | $7.61M | Buy |
28,076
+394
| +1% | +$107K | 1.07% | 22 |
|
|
2024
Q2 | $6.41M | Buy |
27,682
+95
| +0.3% | +$22K | 0.94% | 23 |
|
|
2024
Q1 | $6.28M | Buy |
27,587
+361
| +1% | +$82.2K | 0.95% | 25 |
|
|
2023
Q4 | $5.1M | Buy |
27,226
+904
| +3% | +$169K | 0.85% | 31 |
|
|
2023
Q3 | $3.93M | Sell |
26,322
-112
| -0.4% | -$16.7K | 0.75% | 34 |
|
|
2023
Q2 | $4.6M | Buy |
26,434
+234
| +0.9% | +$40.8K | 0.83% | 32 |
|
|
2023
Q1 | $4.32M | Sell |
26,200
-163
| -0.6% | -$26.9K | 0.85% | 31 |
|
|
2022
Q4 | $3.9M | Sell |
26,363
-143
| -0.5% | -$21.1K | 0.82% | 37 |
|
|
2022
Q3 | $3.58M | Buy |
26,506
+278
| +1% | +$37.5K | 0.82% | 35 |
|
|
2022
Q2 | $3.64M | Buy |
26,228
+3,856
| +17% | +$535K | 0.8% | 38 |
|
|
2022
Q1 | $4.18M | Sell |
22,372
-5,928
| -21% | -$1.11M | 0.76% | 31 |
|
|
2021
Q4 | $4.63M | Buy |
28,300
+437
| +2% | +$71.5K | 0.78% | 49 |
|
|
2021
Q3 | $4.67M | Sell |
27,863
-161
| -0.6% | -$27K | 0.85% | 39 |
|
|
2021
Q2 | $4.63M | Buy |
28,024
+653
| +2% | +$108K | 0.82% | 37 |
|
|
2021
Q1 | $3.87M | Buy |
27,371
+260
| +1% | +$36.8K | 0.76% | 42 |
|
|
2020
Q4 | $3.28M | Buy |
27,111
+6,222
| +30% | +$752K | 0.66% | 47 |
|
|
2020
Q3 | $2.09M | Buy |
20,889
+4,355
| +26% | +$437K | 0.58% | 57 |
|
|
2020
Q2 | $1.57M | Buy |
+16,534
| New | +$1.57M | 0.52% | 72 |
|