Baker Tilly 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $261K | Buy |
+817
| New | +$261K | 0.09% | 204 |
|
|
2025
Q1 | – | Sell |
-736
| Closed | -$218K | – | 241 |
|
|
2024
Q4 | $218K | Sell |
736
-13
| -2% | -$3.86K | 0.09% | 221 |
|
|
2024
Q3 | $203K | Sell |
749
-267
| -26% | -$72.4K | 0.09% | 229 |
|
|
2024
Q2 | $235K | Sell |
1,016
-3,386
| -77% | -$784K | 0.1% | 237 |
|
|
2024
Q1 | $1M | Sell |
4,402
-345
| -7% | -$78.6K | 0.18% | 124 |
|
|
2023
Q4 | $889K | Sell |
4,747
-370
| -7% | -$69.3K | 0.15% | 150 |
|
|
2023
Q3 | $763K | Sell |
5,117
-1,618
| -24% | -$241K | 0.13% | 164 |
|
|
2023
Q2 | $1.17M | Buy |
6,735
+360
| +6% | +$62.7K | 0.12% | 181 |
|
|
2023
Q1 | $1.05M | Buy |
6,375
+746
| +13% | +$123K | 0.12% | 189 |
|
|
2022
Q4 | $832K | Sell |
5,629
-109
| -2% | -$16.1K | 0.1% | 225 |
|
|
2022
Q3 | $774K | Buy |
5,738
+329
| +6% | +$44.4K | 0.11% | 210 |
|
|
2022
Q2 | $750K | Sell |
5,409
-380
| -7% | -$52.7K | 0.1% | 219 |
|
|
2022
Q1 | $1.08M | Buy |
5,789
+376
| +7% | +$70.3K | 0.12% | 182 |
|
|
2021
Q4 | $886K | Buy |
5,413
+169
| +3% | +$27.7K | 0.1% | 230 |
|
|
2021
Q3 | $879K | Buy |
5,244
+286
| +6% | +$47.9K | 0.12% | 189 |
|
|
2021
Q2 | $819K | Buy |
4,958
+328
| +7% | +$54.2K | 0.13% | 175 |
|
|
2021
Q1 | $655K | Buy |
4,630
+1,647
| +55% | +$233K | 0.13% | 192 |
|
|
2020
Q4 | $361K | Buy |
+2,983
| New | +$361K | 0.11% | 201 |
|