BSW Wealth Partners’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 | $1.29M | Buy |
4,058
+30
| +0.7% | +$9.57K | 0.18% | 70 |
|
|
2025
Q1 | $1.08M | Buy |
4,028
+178
| +5% | +$47.9K | 0.16% | 77 |
|
|
2024
Q4 | $1.14M | Buy |
3,850
+319
| +9% | +$94.7K | 0.17% | 78 |
|
|
2024
Q3 | $958K | Sell |
3,531
-20
| -0.6% | -$5.42K | 0.14% | 80 |
|
|
2024
Q2 | $822K | Sell |
3,551
-5
| -0.1% | -$1.16K | 0.13% | 88 |
|
|
2024
Q1 | $810K | Buy |
3,556
+273
| +8% | +$62.2K | 0.14% | 92 |
|
|
2023
Q4 | $615K | Buy |
3,283
+22
| +0.7% | +$4.12K | 0.12% | 104 |
|
|
2023
Q3 | $486K | Buy |
3,261
+121
| +4% | +$18.1K | 0.11% | 112 |
|
|
2023
Q2 | $547K | Sell |
3,140
-61
| -2% | -$10.6K | 0.11% | 104 |
|
|
2023
Q1 | $528K | Sell |
3,201
-49
| -2% | -$8.08K | 0.11% | 131 |
|
|
2022
Q4 | $480K | Buy |
3,250
+978
| +43% | +$144K | 0.1% | 140 |
|
|
2022
Q3 | $307K | Sell |
2,272
-959
| -30% | -$130K | 0.08% | 179 |
|
|
2022
Q2 | $448K | Sell |
3,231
-316
| -9% | -$43.8K | 0.11% | 134 |
|
|
2022
Q1 | $663K | Buy |
3,547
+413
| +13% | +$77.2K | 0.17% | 100 |
|
|
2021
Q4 | $513K | Sell |
3,134
-123
| -4% | -$20.1K | 0.13% | 118 |
|
|
2021
Q3 | $546K | Sell |
3,257
-211
| -6% | -$35.4K | 0.15% | 97 |
|
|
2021
Q2 | $573K | Buy |
3,468
+495
| +17% | +$81.8K | 0.16% | 89 |
|
|
2021
Q1 | $421K | Buy |
2,973
+141
| +5% | +$20K | 0.12% | 103 |
|
|
2020
Q4 | $342K | Buy |
+2,832
| New | +$342K | 0.11% | 111 |
|