Baron Silver Stevens Financial Advisors’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 | $510K | Buy |
1,599
+175
| +12% | +$55.8K | 0.08% | 78 |
|
|
2025
Q1 | $383K | Buy |
1,424
+50
| +4% | +$13.5K | 0.07% | 82 |
|
|
2024
Q4 | $408K | Buy |
1,374
+200
| +17% | +$59.4K | 0.07% | 79 |
|
|
2024
Q3 | $318K | Hold |
1,174
| – | – | 0.06% | 90 |
|
|
2024
Q2 | $272K | Sell |
1,174
-133
| -10% | -$30.8K | 0.05% | 95 |
|
|
2024
Q1 | $298K | Buy |
+1,307
| New | +$298K | 0.06% | 92 |
|
|
2021
Q1 | – | Sell |
-245
| Closed | -$29K | – | 81 |
|
|
2020
Q4 | $29K | Buy |
+245
| New | +$29K | 0.01% | 170 |
|