Birchbrook’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 | $131K | Hold |
410
| – | – | 0.07% | 92 |
|
|
2025
Q1 | $110K | Hold |
410
| – | – | 0.06% | 93 |
|
|
2024
Q4 | $122K | Sell |
410
-82
| -17% | -$24.3K | 0.07% | 88 |
|
|
2024
Q3 | $133K | Hold |
492
| – | – | 0.07% | 85 |
|
|
2024
Q2 | $114K | Hold |
492
| – | – | 0.07% | 88 |
|
|
2024
Q1 | $112K | Sell |
492
-42
| -8% | -$9.56K | 0.07% | 88 |
|
|
2023
Q4 | $100K | Buy |
+534
| New | +$100K | 0.07% | 93 |
|