Carr Financial Group’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 | $1.53M | Buy |
4,787
+30
| +0.6% | +$9.57K | 0.45% | 43 |
|
|
2025
Q1 | $1.28M | Sell |
4,757
-306
| -6% | -$82.3K | 0.42% | 47 |
|
|
2024
Q4 | $1.5M | Sell |
5,063
-401
| -7% | -$119K | 0.47% | 42 |
|
|
2024
Q3 | $1.48M | Buy |
5,464
+17
| +0.3% | +$4.61K | 0.43% | 44 |
|
|
2024
Q2 | $1.26M | Buy |
5,447
+87
| +2% | +$20.1K | 0.4% | 46 |
|
|
2024
Q1 | $1.22M | Buy |
5,360
+120
| +2% | +$27.3K | 0.41% | 49 |
|
|
2023
Q4 | $982K | Sell |
5,240
-1,240
| -19% | -$232K | 0.36% | 53 |
|
|
2023
Q3 | $990K | Hold |
6,480
| – | – | 0.39% | 46 |
|
|
2023
Q2 | $1.13M | Hold |
6,480
| – | – | 0.45% | 42 |
|
|
2023
Q1 | $1.07M | Hold |
6,480
| – | – | 0.47% | 40 |
|
|
2022
Q4 | $957K | Buy |
+6,480
| New | +$957K | 0.5% | 40 |
|