BIP Wealth’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 | $322K | Sell |
1,011
-21
| -2% | -$6.7K | 0.02% | 196 |
|
|
2025
Q1 | $278K | Buy |
1,032
+1
| +0.1% | +$269 | 0.02% | 218 |
|
|
2024
Q4 | $306K | Buy |
1,031
+24
| +2% | +$7.12K | 0.02% | 204 |
|
|
2024
Q3 | $273K | Buy |
1,007
+25
| +3% | +$6.78K | 0.02% | 193 |
|
|
2024
Q2 | $227K | Hold |
982
| – | – | 0.02% | 176 |
|
|
2024
Q1 | $224K | Buy |
+982
| New | +$224K | 0.02% | 199 |
|