BigSur 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 | $1.48M | Sell |
4,653
-2
| -0% | -$638 | 0.37% | 70 |
|
|
2025
Q1 | $1.25M | Buy |
4,655
+52
| +1% | +$14K | 0.34% | 77 |
|
|
2024
Q4 | $1.37M | Hold |
4,603
| – | – | 0.39% | 65 |
|
|
2024
Q3 | $1.25M | Buy |
4,603
+703
| +18% | +$191K | 0.34% | 75 |
|
|
2024
Q2 | $903K | Hold |
3,900
| – | – | 0.28% | 86 |
|
|
2024
Q1 | $888K | Hold |
3,900
| – | – | 0.28% | 86 |
|
|
2023
Q4 | $731K | Sell |
3,900
-200
| -5% | -$37.5K | 0.35% | 69 |
|
|
2023
Q3 | $612K | Sell |
4,100
-300
| -7% | -$44.8K | 0.31% | 73 |
|
|
2023
Q2 | $766K | Sell |
4,400
-300
| -6% | -$52.3K | 0.37% | 68 |
|
|
2023
Q1 | $775K | Hold |
4,700
| – | – | 0.36% | 68 |
|
|
2022
Q4 | $694K | Sell |
4,700
-300
| -6% | -$44.3K | 0.33% | 67 |
|
|
2022
Q3 | $675K | Hold |
5,000
| – | – | 0.34% | 67 |
|
|
2022
Q2 | $696K | Hold |
5,000
| – | – | 0.33% | 70 |
|
|
2022
Q1 | $935K | Hold |
5,000
| – | – | 0.36% | 70 |
|
|
2021
Q4 | $818K | Buy |
+5,000
| New | +$818K | 0.32% | 71 |
|