Bradley & Co Private Wealth Management’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 | $11.8M | Sell |
37,044
-264
| -0.7% | -$84.2K | 7.23% | 3 |
|
|
2025
Q1 | $10M | Sell |
37,308
-3,123
| -8% | -$840K | 6.85% | 5 |
|
|
2024
Q4 | $12M | Buy |
+40,431
| New | +$12M | 7.49% | 3 |
|
|
2024
Q2 | $8.96M | Sell |
38,681
-1,398
| -3% | -$324K | 6.62% | 9 |
|
|
2024
Q1 | $9.13M | Buy |
40,079
+4,146
| +12% | +$944K | 7.38% | 4 |
|
|
2023
Q4 | $6.73M | Buy |
35,933
+710
| +2% | +$133K | 6.23% | 9 |
|
|
2023
Q3 | $5.26M | Buy |
35,223
+580
| +2% | +$86.5K | 5.48% | 9 |
|
|
2023
Q2 | $6.03M | Buy |
34,643
+1,360
| +4% | +$237K | 5.98% | 7 |
|
|
2023
Q1 | $5.49M | Buy |
33,283
+23,231
| +231% | +$3.83M | 6.01% | 7 |
|
|
2022
Q4 | $1.49M | Buy |
10,052
+901
| +10% | +$133K | 1.81% | 14 |
|
|
2022
Q3 | $1.24M | Hold |
9,151
| – | – | 1.47% | 16 |
|
|
2022
Q2 | $1.27M | Hold |
9,151
| – | – | 1.4% | 16 |
|
|
2022
Q1 | $1.71M | Hold |
9,151
| – | – | 1.47% | 15 |
|
|
2021
Q4 | $1.5M | Hold |
9,151
| – | – | 1.2% | 18 |
|
|
2021
Q3 | $1.53M | Hold |
9,151
| – | – | 1.32% | 18 |
|
|
2021
Q2 | $1.51M | Sell |
9,151
-652
| -7% | -$108K | 1.32% | 21 |
|
|
2021
Q1 | $1.39M | Buy |
+9,803
| New | +$1.39M | 1.28% | 21 |
|