Burt Wealth Advisors’s American Express AXP Stock Holding History

Burt Wealth Advisors’s Portfolio AXP Stock Details AXP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$804K	Hold	2,521	–	–	0.18%	51
2025 Q1	$678K	Hold	2,521	–	–	0.17%	51
2024 Q4	$748K	Buy	2,521 +6	+0.2%	+$1.78K	0.19%	50
2024 Q3	$682K	Hold	2,515	–	–	0.17%	51
2024 Q2	$582K	Hold	2,515	–	–	0.15%	54
2024 Q1	$573K	Hold	2,515	–	–	0.15%	59
2023 Q4	$471K	Hold	2,515	–	–	0.13%	59
2023 Q3	$375K	Hold	2,515	–	–	0.12%	64
2023 Q2	$438K	Sell	2,515 -35	-1%	-$6.1K	0.13%	60
2023 Q1	$421K	Buy	2,550 +675	+36%	+$111K	0.13%	63
2022 Q4	$277K	Buy	+1,875	New	+$277K	0.09%	84
2022 Q2	–	Sell	-1,197	Closed	-$224K	–	92
2022 Q1	$224K	Buy	+1,197	New	+$224K	0.07%	94
2021 Q4	–	Sell	-1,197	Closed	-$201K	–	97
2021 Q3	$201K	Buy	+1,197	New	+$201K	0.06%	95
2021 Q1	–	Sell	-1,197	Closed	-$145K	–	113
2020 Q4	$145K	Hold	1,197	–	–	0.05%	103
2020 Q3	$120K	Sell	1,197 -757	-39%	-$75.9K	0.04%	112
2020 Q2	$186K	Hold	1,954	–	–	0.08%	79
2020 Q1	$167K	Sell	1,954 -140	-7%	-$12K	0.08%	84
2019 Q4	$261K	Hold	2,094	–	–	0.1%	68
2019 Q3	$248K	Sell	2,094 -93	-4%	-$11K	0.1%	70
2019 Q2	$270K	Sell	2,187 -952	-30%	-$118K	0.12%	64
2019 Q1	$343K	Buy	3,139 +38	+1%	+$4.15K	0.15%	52
2018 Q4	$296K	Hold	3,101	–	–	0.14%	63
2018 Q3	$330K	Sell	3,101 -290	-9%	-$30.9K	0.15%	54
2018 Q2	$332K	Hold	3,391	–	–	0.16%	54
2018 Q1	$316K	Sell	3,391 -84	-2%	-$7.83K	0.16%	54
2017 Q4	$345K	Buy	3,475 +1,139	+49%	+$113K	0.21%	50
2017 Q3	$211K	Hold	2,336	–	–	0.14%	65
2017 Q2	$196K	Hold	2,336	–	–	0.14%	65
2017 Q1	$185K	Hold	2,336	–	–	0.13%	67
2016 Q4	$173K	Hold	2,336	–	–	0.15%	75
2016 Q3	$149K	Sell	2,336 -373	-14%	-$23.8K	0.16%	77
2016 Q2	$164K	Sell	2,709 -134	-5%	-$8.11K	0.18%	67
2016 Q1	$175K	Buy	2,843 +9	+0.3%	+$554	0.16%	68
2015 Q4	$197K	Hold	2,834	–	–	0.16%	64
2015 Q3	$210K	Buy	2,834 +125	+5%	+$9.26K	0.26%	50
2015 Q2	$211K	Hold	2,709	–	–	0.23%	59
2015 Q1	$212K	Hold	2,709	–	–	0.22%	52
2014 Q4	$252K	Buy	+2,709	New	+$252K	0.27%	47