BOK Financial Private 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 | $21.1K | Hold |
66
| – | – | ﹤0.01% | 316 |
|
|
2025
Q1 | $17.8K | Sell |
66
-25
| -27% | -$6.73K | ﹤0.01% | 352 |
|
|
2024
Q4 | $27K | Sell |
91
-121
| -57% | -$35.9K | ﹤0.01% | 307 |
|
|
2024
Q3 | $57.5K | Buy |
212
+198
| +1,414% | +$53.7K | ﹤0.01% | 249 |
|
|
2024
Q2 | $3.24K | Hold |
14
| – | – | ﹤0.01% | 423 |
|
|
2024
Q1 | $3.19K | Hold |
14
| – | – | ﹤0.01% | 417 |
|
|
2023
Q4 | $2.62K | Sell |
14
-300
| -96% | -$56.2K | ﹤0.01% | 432 |
|
|
2023
Q3 | $46.8K | Buy |
314
+300
| +2,143% | +$44.8K | ﹤0.01% | 231 |
|
|
2023
Q2 | $2.44K | Sell |
14
-34
| -71% | -$5.92K | ﹤0.01% | 338 |
|
|
2023
Q1 | $7.92K | Buy |
48
+34
| +243% | +$5.61K | ﹤0.01% | 348 |
|
|
2022
Q4 | $2.07K | Hold |
14
| – | – | ﹤0.01% | 342 |
|
|
2022
Q3 | $2K | Hold |
14
| – | – | ﹤0.01% | 354 |
|
|
2022
Q2 | $2K | Sell |
14
-2,688
| -99% | -$384K | ﹤0.01% | 358 |
|
|
2022
Q1 | $505K | Buy |
2,702
+869
| +47% | +$162K | 0.04% | 171 |
|
|
2021
Q4 | $300K | Sell |
1,833
-26
| -1% | -$4.26K | 0.02% | 224 |
|
|
2021
Q3 | $311K | Buy |
1,859
+264
| +17% | +$44.2K | 0.02% | 187 |
|
|
2021
Q2 | $264K | Buy |
+1,595
| New | +$264K | 0.02% | 190 |
|