Berger Financial Group’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 | $702K | Buy |
2,201
+14
| +0.6% | +$4.47K | 0.05% | 227 |
|
|
2025
Q1 | $588K | Buy |
2,187
+77
| +4% | +$20.7K | 0.04% | 243 |
|
|
2024
Q4 | $626K | Buy |
2,110
+382
| +22% | +$113K | 0.04% | 226 |
|
|
2024
Q3 | $469K | Buy |
1,728
+81
| +5% | +$22K | 0.03% | 239 |
|
|
2024
Q2 | $381K | Buy |
1,647
+3
| +0.2% | +$695 | 0.03% | 243 |
|
|
2024
Q1 | $374K | Buy |
1,644
+449
| +38% | +$102K | 0.03% | 244 |
|
|
2023
Q4 | $224K | Buy |
+1,195
| New | +$224K | 0.02% | 283 |
|
|
2023
Q3 | – | Sell |
-1,151
| Closed | -$200K | – | 278 |
|
|
2023
Q2 | $200K | Buy |
+1,151
| New | +$200K | 0.02% | 282 |
|
|
2022
Q2 | – | Sell |
-1,336
| Closed | -$250K | – | 246 |
|
|
2022
Q1 | $250K | Sell |
1,336
-31
| -2% | -$5.8K | 0.03% | 230 |
|
|
2021
Q4 | $224K | Buy |
1,367
+122
| +10% | +$20K | 0.03% | 238 |
|
|
2021
Q3 | $209K | Hold |
1,245
| – | – | 0.04% | 203 |
|
|
2021
Q2 | $206K | Buy |
+1,245
| New | +$206K | 0.04% | 201 |
|