Beaird Harris 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 | $136K | Buy |
427
+26
| +6% | +$8.3K | 0.01% | 154 |
|
|
2025
Q1 | $108K | Hold |
401
| – | – | 0.01% | 163 |
|
|
2024
Q4 | $119K | Buy |
401
+119
| +42% | +$35.3K | 0.01% | 158 |
|
|
2024
Q3 | $76.3K | Buy |
282
+9
| +3% | +$2.44K | 0.01% | 200 |
|
|
2024
Q2 | $63.2K | Sell |
273
-232
| -46% | -$53.7K | 0.01% | 200 |
|
|
2024
Q1 | $115K | Sell |
505
-19
| -4% | -$4.33K | 0.01% | 147 |
|
|
2023
Q4 | $98.1K | Buy |
524
+24
| +5% | +$4.49K | 0.01% | 142 |
|
|
2023
Q3 | $74.6K | Buy |
500
+19
| +4% | +$2.84K | 0.01% | 141 |
|
|
2023
Q2 | $83.7K | Buy |
481
+1
| +0.2% | +$174 | 0.01% | 140 |
|
|
2023
Q1 | $79.2K | Sell |
480
-84
| -15% | -$13.9K | 0.01% | 142 |
|
|
2022
Q4 | $83.3K | Buy |
564
+84
| +18% | +$12.4K | 0.02% | 148 |
|
|
2022
Q3 | $65K | Buy |
480
+1
| +0.2% | +$135 | 0.01% | 142 |
|
|
2022
Q2 | $66K | Sell |
479
-123
| -20% | -$16.9K | 0.02% | 119 |
|
|
2022
Q1 | $113K | Sell |
602
-500
| -45% | -$93.9K | 0.04% | 121 |
|
|
2021
Q4 | $180K | Buy |
+1,102
| New | +$180K | 0.07% | 120 |
|