Blue Zone Wealth Advisors’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 | $7.22M | Buy |
22,641
+16,354
| +260% | +$5.22M | 1.8% | 19 |
|
|
2025
Q1 | $1.69M | Sell |
6,287
-795
| -11% | -$214K | 0.47% | 59 |
|
|
2024
Q4 | $2.1M | Sell |
7,082
-82
| -1% | -$24.3K | 0.61% | 58 |
|
|
2024
Q3 | $1.94M | Sell |
7,164
-567
| -7% | -$154K | 0.6% | 55 |
|
|
2024
Q2 | $1.79M | Sell |
7,731
-716
| -8% | -$166K | 0.62% | 54 |
|
|
2024
Q1 | $1.92M | Sell |
8,447
-594
| -7% | -$135K | 0.66% | 53 |
|
|
2023
Q4 | $1.69M | Sell |
9,041
-34
| -0.4% | -$6.37K | 0.68% | 51 |
|
|
2023
Q3 | $1.35M | Sell |
9,075
-33
| -0.4% | -$4.92K | 0.59% | 51 |
|
|
2023
Q2 | $1.59M | Hold |
9,108
| – | – | 0.73% | 48 |
|
|
2023
Q1 | $1.5M | Sell |
9,108
-3,599
| -28% | -$594K | 0.8% | 42 |
|
|
2022
Q4 | $1.88M | Sell |
12,707
-3
| -0% | -$443 | 1% | 36 |
|
|
2022
Q3 | $1.72M | Sell |
12,710
-9,300
| -42% | -$1.25M | 0.89% | 43 |
|
|
2022
Q2 | $3.05M | Sell |
22,010
-504
| -2% | -$69.9K | 1.38% | 27 |
|
|
2022
Q1 | $4.21M | Sell |
22,514
-3,634
| -14% | -$680K | 1.57% | 24 |
|
|
2021
Q4 | $4.28M | Sell |
26,148
-19
| -0.1% | -$3.11K | 1.41% | 22 |
|
|
2021
Q3 | $4.38M | Sell |
26,167
-86
| -0.3% | -$14.4K | 1.52% | 17 |
|
|
2021
Q2 | $4.34M | Sell |
26,253
-72
| -0.3% | -$11.9K | 1.63% | 16 |
|
|
2021
Q1 | $3.72M | Sell |
26,325
-12
| -0% | -$1.7K | 1.58% | 17 |
|
|
2020
Q4 | $3.18M | Buy |
26,337
+496
| +2% | +$60K | 1.54% | 22 |
|
|
2020
Q3 | $2.59M | Buy |
25,841
+6,739
| +35% | +$676K | 1.46% | 20 |
|
|
2020
Q2 | $1.82M | Buy |
+19,102
| New | +$1.82M | 1.02% | 27 |
|