Carolinas Wealth Consulting’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 | – | Sell |
-50
| Closed | -$13.5K | – | 76 |
|
|
2025
Q1 | $13.5K | Buy |
50
+5
| +11% | +$1.35K | ﹤0.01% | 497 |
|
|
2024
Q4 | $13.4K | Hold |
45
| – | – | ﹤0.01% | 518 |
|
|
2024
Q3 | $12.2K | Buy |
45
+5
| +13% | +$1.36K | ﹤0.01% | 537 |
|
|
2024
Q2 | $9.26K | Sell |
40
-1
| -2% | -$232 | ﹤0.01% | 568 |
|
|
2024
Q1 | $9.34K | Sell |
41
-9
| -18% | -$2.05K | ﹤0.01% | 570 |
|
|
2023
Q4 | $9.37K | Buy |
50
+14
| +39% | +$2.62K | ﹤0.01% | 550 |
|
|
2023
Q3 | $5.26K | Hold |
36
| – | – | ﹤0.01% | 597 |
|
|
2023
Q2 | $6.27K | Hold |
36
| – | – | ﹤0.01% | 653 |
|
|
2023
Q1 | $5.94K | Hold |
36
| – | – | ﹤0.01% | 666 |
|
|
2022
Q4 | $5.32K | Hold |
36
| – | – | ﹤0.01% | 687 |
|
|
2022
Q3 | $5K | Hold |
36
| – | – | ﹤0.01% | 650 |
|
|
2022
Q2 | $5K | Hold |
36
| – | – | ﹤0.01% | 646 |
|
|
2022
Q1 | $7K | Sell |
36
-2
| -5% | -$389 | ﹤0.01% | 654 |
|
|
2021
Q4 | $6K | Hold |
38
| – | – | ﹤0.01% | 679 |
|
|
2021
Q3 | $6K | Hold |
38
| – | – | ﹤0.01% | 644 |
|
|
2021
Q2 | $6K | Sell |
38
-87
| -70% | -$13.7K | ﹤0.01% | 667 |
|
|
2021
Q1 | $18K | Sell |
125
-3
| -2% | -$432 | ﹤0.01% | 524 |
|
|
2020
Q4 | $16K | Sell |
128
-22
| -15% | -$2.75K | ﹤0.01% | 509 |
|
|
2020
Q3 | $15K | Buy |
150
+16
| +12% | +$1.6K | 0.01% | 423 |
|
|
2020
Q2 | $13K | Buy |
+134
| New | +$13K | 0.01% | 317 |
|