Axxcess Wealth Management’s American Express AXP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.66M | Buy |
5,195
+1,536
| +42% | +$490K | 0.04% | 319 |
|
|
2025
Q1 | $984K | Sell |
3,659
-2,556
| -41% | -$688K | 0.03% | 398 |
|
|
2024
Q4 | $1.84M | Buy |
6,215
+79
| +1% | +$23.5K | 0.04% | 292 |
|
|
2024
Q3 | $1.66M | Buy |
6,136
+2,510
| +69% | +$681K | 0.04% | 299 |
|
|
2024
Q2 | $840K | Sell |
3,626
-5,186
| -59% | -$1.2M | 0.02% | 408 |
|
|
2024
Q1 | $2.01M | Buy |
8,812
+4,306
| +96% | +$980K | 0.05% | 247 |
|
|
2023
Q4 | $844K | Buy |
4,506
+1,310
| +41% | +$245K | 0.02% | 389 |
|
|
2023
Q3 | $477K | Buy |
+3,196
| New | +$477K | 0.02% | 488 |
|
|
2023
Q2 | – | Sell |
-4,946
| Closed | -$816K | – | 597 |
|
|
2023
Q1 | $816K | Sell |
4,946
-3,418
| -41% | -$564K | 0.06% | 265 |
|
|
2022
Q4 | $1.24M | Buy |
+8,364
| New | +$1.24M | 0.1% | 192 |
|