Bogart Wealth LLC’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 | $215K | Sell |
674
-13
| -2% | -$4.15K | 0.01% | 226 |
|
|
2025
Q1 | $185K | Buy |
687
+30
| +5% | +$8.07K | 0.01% | 234 |
|
|
2024
Q4 | $195K | Buy |
657
+21
| +3% | +$6.23K | 0.01% | 219 |
|
|
2024
Q3 | $172K | Hold |
636
| – | – | 0.01% | 227 |
|
|
2024
Q2 | $147K | Buy |
636
+153
| +32% | +$35.4K | 0.01% | 240 |
|
|
2024
Q1 | $110K | Hold |
483
| – | – | 0.01% | 270 |
|
|
2023
Q4 | $90.6K | Buy |
483
+12
| +3% | +$2.25K | 0.01% | 282 |
|
|
2023
Q3 | $70.3K | Buy |
471
+1
| +0.2% | +$149 | ﹤0.01% | 290 |
|
|
2023
Q2 | $81.9K | Buy |
470
+15
| +3% | +$2.62K | 0.01% | 264 |
|
|
2023
Q1 | $75.1K | Buy |
455
+182
| +67% | +$30K | 0.01% | 264 |
|
|
2022
Q4 | $40.4K | Hold |
273
| – | – | ﹤0.01% | 323 |
|
|
2022
Q3 | $37K | Sell |
273
-19
| -7% | -$2.58K | ﹤0.01% | 338 |
|
|
2022
Q2 | $41K | Sell |
292
-152
| -34% | -$21.3K | ﹤0.01% | 309 |
|
|
2022
Q1 | $83K | Sell |
444
-320
| -42% | -$59.8K | 0.01% | 224 |
|
|
2021
Q4 | $125K | Sell |
764
-9
| -1% | -$1.47K | 0.01% | 179 |
|
|
2021
Q3 | $130K | Hold |
773
| – | – | 0.01% | 172 |
|
|
2021
Q2 | $128K | Buy |
773
+600
| +347% | +$99.4K | 0.01% | 166 |
|
|
2021
Q1 | $24K | Buy |
173
+31
| +22% | +$4.3K | ﹤0.01% | 296 |
|
|
2020
Q4 | $17K | Hold |
142
| – | – | ﹤0.01% | 277 |
|
|
2020
Q3 | $14K | Hold |
142
| – | – | ﹤0.01% | 273 |
|
|
2020
Q2 | $14K | Hold |
142
| – | – | ﹤0.01% | 259 |
|
|
2020
Q1 | $12K | Buy |
142
+9
| +7% | +$761 | ﹤0.01% | 249 |
|
|
2019
Q4 | $17K | Sell |
133
-8
| -6% | -$1.02K | 0.01% | 238 |
|
|
2019
Q3 | $17K | Hold |
141
| – | – | 0.01% | 219 |
|
|
2019
Q2 | $17K | Hold |
141
| – | – | 0.01% | 207 |
|
|
2019
Q1 | $15K | Hold |
141
| – | – | 0.01% | 215 |
|
|
2018
Q4 | $13K | Hold |
141
| – | – | 0.01% | 223 |
|
|
2018
Q3 | $15K | Hold |
141
| – | – | 0.01% | 202 |
|
|
2018
Q2 | $13K | Hold |
141
| – | – | 0.01% | 225 |
|
|
2018
Q1 | $13K | Sell |
141
-16
| -10% | -$1.48K | 0.01% | 221 |
|
|
2017
Q4 | $16K | Hold |
157
| – | – | 0.01% | 206 |
|
|
2017
Q3 | $14K | Buy |
+157
| New | +$14K | 0.01% | 209 |
|