Bouchey Financial Group’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 | $391K | Buy |
1,225
+12
| +1% | +$3.83K | 0.03% | 90 |
|
2025
Q1 | $326K | Buy |
1,213
+6
| +0.5% | +$1.61K | 0.03% | 96 |
|
2024
Q4 | $358K | Sell |
1,207
-66
| -5% | -$19.6K | 0.03% | 96 |
|
2024
Q3 | $345K | Sell |
1,273
-307
| -19% | -$83.3K | 0.03% | 109 |
|
2024
Q2 | $365K | Sell |
1,580
-4
| -0.3% | -$924 | 0.03% | 99 |
|
2024
Q1 | $361K | Hold |
1,584
| – | – | 0.04% | 97 |
|
2023
Q4 | $297K | Buy |
1,584
+28
| +2% | +$5.25K | 0.03% | 103 |
|
2023
Q3 | $232K | Hold |
1,556
| – | – | 0.03% | 108 |
|
2023
Q2 | $271K | Hold |
1,556
| – | – | 0.03% | 88 |
|
2023
Q1 | $256K | Hold |
1,556
| – | – | 0.03% | 85 |
|
2022
Q4 | $230K | Buy |
+1,556
| New | +$230K | 0.03% | 83 |
|
2022
Q2 | – | Sell |
-1,556
| Closed | -$291K | – | 84 |
|
2022
Q1 | $291K | Sell |
1,556
-52
| -3% | -$9.73K | 0.04% | 79 |
|
2021
Q4 | $263K | Buy |
+1,608
| New | +$263K | 0.04% | 86 |
|
2021
Q3 | – | Sell |
-1,492
| Closed | -$247K | – | 84 |
|
2021
Q2 | $247K | Hold |
1,492
| – | – | 0.04% | 73 |
|
2021
Q1 | $211K | Buy |
+1,492
| New | +$211K | 0.03% | 79 |
|