Bruce G. Allen Investments’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 | $203K | Buy |
637
+58
| +10% | +$18.5K | 0.15% | 72 |
|
|
2025
Q1 | $156K | Sell |
579
-43
| -7% | -$11.6K | 0.12% | 94 |
|
|
2024
Q4 | $185K | Sell |
622
-9
| -1% | -$2.67K | 0.15% | 81 |
|
|
2024
Q3 | $171K | Buy |
631
+7
| +1% | +$1.9K | 0.13% | 97 |
|
|
2024
Q2 | $144K | Sell |
624
-37
| -6% | -$8.57K | 0.12% | 104 |
|
|
2024
Q1 | $151K | Sell |
661
-35
| -5% | -$7.97K | 0.12% | 101 |
|
|
2023
Q4 | $130K | Buy |
+696
| New | +$130K | 0.12% | 110 |
|