Buttonwood Financial Advisors’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 | $3.01M | Sell |
9,440
-393
| -4% | -$125K | 1.21% | 24 |
|
|
2025
Q1 | $2.65M | Sell |
9,833
-181
| -2% | -$48.7K | 1.16% | 24 |
|
|
2024
Q4 | $2.97M | Sell |
10,014
-369
| -4% | -$110K | 1.31% | 22 |
|
|
2024
Q3 | $2.82M | Sell |
10,383
-231
| -2% | -$62.7K | 1.23% | 25 |
|
|
2024
Q2 | $2.46M | Sell |
10,614
-370
| -3% | -$85.7K | 1.16% | 27 |
|
|
2024
Q1 | $2.5M | Sell |
10,984
-64
| -0.6% | -$14.6K | 1.18% | 29 |
|
|
2023
Q4 | $2.07M | Sell |
11,048
-222
| -2% | -$41.6K | 1.13% | 28 |
|
|
2023
Q3 | $1.68M | Sell |
11,270
-65
| -0.6% | -$9.7K | 1.07% | 28 |
|
|
2023
Q2 | $1.97M | Sell |
11,335
-43
| -0.4% | -$7.49K | 1.24% | 24 |
|
|
2023
Q1 | $1.88M | Sell |
11,378
-477
| -4% | -$78.7K | 1.46% | 20 |
|
|
2022
Q4 | $1.75M | Sell |
11,855
-114
| -1% | -$16.8K | 1.47% | 20 |
|
|
2022
Q3 | $1.69M | Sell |
11,969
-50
| -0.4% | -$7.08K | 1.53% | 21 |
|
|
2022
Q2 | $1.67M | Sell |
12,019
-191
| -2% | -$26.5K | 1.5% | 21 |
|
|
2022
Q1 | $2.28M | Sell |
12,210
-239
| -2% | -$44.7K | 2.06% | 13 |
|
|
2021
Q4 | $2.04M | Buy |
+12,449
| New | +$2.04M | 1.99% | 13 |
|