Badgley Phelps Wealth Managers’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 | $3.64M | Hold |
11,414
| – | – | 0.08% | 133 |
|
|
2025
Q1 | $3.07M | Sell |
11,414
-134
| -1% | -$36.1K | 0.07% | 138 |
|
|
2024
Q4 | $3.43M | Sell |
11,548
-89
| -0.8% | -$26.4K | 0.08% | 130 |
|
|
2024
Q3 | $3.16M | Buy |
11,637
+1,202
| +12% | +$326K | 0.07% | 130 |
|
|
2024
Q2 | $2.42M | Buy |
10,435
+17
| +0.2% | +$3.94K | 0.06% | 136 |
|
|
2024
Q1 | $2.37M | Hold |
10,418
| – | – | 0.06% | 133 |
|
|
2023
Q4 | $1.95M | Sell |
10,418
-309
| -3% | -$57.9K | 0.05% | 134 |
|
|
2023
Q3 | $1.6M | Buy |
10,727
+1,047
| +11% | +$156K | 0.05% | 135 |
|
|
2023
Q2 | $1.69M | Buy |
9,680
+8,005
| +478% | +$1.39M | 0.06% | 134 |
|
|
2023
Q1 | $276K | Buy |
+1,675
| New | +$276K | 0.01% | 185 |
|