Carolina Wealth 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 | $14K | Hold |
44
| – | – | 0.01% | 134 |
|
|
2025
Q1 | $11.8K | Hold |
44
| – | – | 0.01% | 131 |
|
|
2024
Q4 | $13.1K | Hold |
44
| – | – | 0.01% | 139 |
|
|
2024
Q3 | $11.9K | Buy |
44
+28
| +175% | +$7.59K | 0.01% | 161 |
|
|
2024
Q2 | $3.71K | Hold |
16
| – | – | ﹤0.01% | 173 |
|
|
2024
Q1 | $3.64K | Hold |
16
| – | – | ﹤0.01% | 187 |
|
|
2023
Q4 | $3K | Hold |
16
| – | – | ﹤0.01% | 197 |
|
|
2023
Q3 | $2.39K | Hold |
16
| – | – | ﹤0.01% | 213 |
|
|
2023
Q2 | $2.79K | Hold |
16
| – | – | ﹤0.01% | 201 |
|
|
2023
Q1 | $2.64K | Hold |
16
| – | – | ﹤0.01% | 209 |
|
|
2022
Q4 | $2K | Hold |
16
| – | – | ﹤0.01% | 199 |
|
|
2022
Q3 | $2K | Hold |
16
| – | – | ﹤0.01% | 202 |
|
|
2022
Q2 | $2K | Hold |
16
| – | – | ﹤0.01% | 230 |
|
|
2022
Q1 | $3K | Hold |
16
| – | – | ﹤0.01% | 229 |
|
|
2021
Q4 | $3K | Hold |
16
| – | – | ﹤0.01% | 231 |
|
|
2021
Q3 | $3K | Hold |
16
| – | – | ﹤0.01% | 225 |
|
|
2021
Q2 | $3K | Sell |
16
-20
| -56% | -$3.75K | ﹤0.01% | 247 |
|
|
2021
Q1 | $5K | Buy |
36
+20
| +125% | +$2.78K | ﹤0.01% | 242 |
|
|
2020
Q4 | $2K | Sell |
16
-23
| -59% | -$2.88K | ﹤0.01% | 212 |
|
|
2020
Q3 | $4K | Buy |
+39
| New | +$4K | ﹤0.01% | 174 |
|