Brandywine Oak 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 | $408K | Buy |
1,278
+4
| +0.3% | +$1.28K | 0.04% | 164 |
|
|
2025
Q1 | $343K | Sell |
1,274
-3
| -0.2% | -$807 | 0.03% | 175 |
|
|
2024
Q4 | $379K | Buy |
1,277
+3
| +0.2% | +$890 | 0.04% | 174 |
|
|
2024
Q3 | $346K | Hold |
1,274
| – | – | 0.03% | 182 |
|
|
2024
Q2 | $295K | Sell |
1,274
-18
| -1% | -$4.17K | 0.03% | 193 |
|
|
2024
Q1 | $294K | Hold |
1,292
| – | – | 0.03% | 196 |
|
|
2023
Q4 | $242K | Sell |
1,292
-53
| -4% | -$9.93K | 0.03% | 205 |
|
|
2023
Q3 | $201K | Sell |
1,345
-1
| -0.1% | -$149 | 0.02% | 228 |
|
|
2023
Q2 | $234K | Sell |
1,346
-235
| -15% | -$40.9K | 0.03% | 224 |
|
|
2023
Q1 | $261K | Sell |
1,581
-95
| -6% | -$15.7K | 0.03% | 214 |
|
|
2022
Q4 | $248K | Sell |
1,676
-287
| -15% | -$42.4K | 0.03% | 218 |
|
|
2022
Q3 | $264K | Sell |
1,963
-37
| -2% | -$4.98K | 0.04% | 221 |
|
|
2022
Q2 | $277K | Sell |
2,000
-303
| -13% | -$42K | 0.04% | 259 |
|
|
2022
Q1 | $430K | Sell |
2,303
-82
| -3% | -$15.3K | 0.05% | 209 |
|
|
2021
Q4 | $390K | Sell |
2,385
-64
| -3% | -$10.5K | 0.04% | 222 |
|
|
2021
Q3 | $410K | Sell |
2,449
-68
| -3% | -$11.4K | 0.05% | 213 |
|
|
2021
Q2 | $415K | Sell |
2,517
-7
| -0.3% | -$1.15K | 0.05% | 205 |
|
|
2021
Q1 | $356K | Buy |
2,524
+16
| +0.6% | +$2.26K | 0.05% | 177 |
|
|
2020
Q4 | $303K | Sell |
2,508
-50
| -2% | -$6.04K | 0.05% | 195 |
|
|
2020
Q3 | $256K | Buy |
2,558
+54
| +2% | +$5.4K | 0.04% | 209 |
|
|
2020
Q2 | $238K | Buy |
+2,504
| New | +$238K | 0.04% | 209 |
|
|
2020
Q1 | – | Sell |
-2,674
| Closed | -$332K | – | 221 |
|
|
2019
Q4 | $332K | Buy |
2,674
+32
| +1% | +$3.97K | 0.06% | 169 |
|
|
2019
Q3 | $312K | Sell |
2,642
-29
| -1% | -$3.43K | 0.06% | 161 |
|
|
2019
Q2 | $329K | Buy |
2,671
+17
| +0.6% | +$2.09K | 0.07% | 150 |
|
|
2019
Q1 | $290K | Buy |
2,654
+97
| +4% | +$10.6K | 0.06% | 166 |
|
|
2018
Q4 | $243K | Buy |
+2,557
| New | +$243K | 0.05% | 174 |
|