Catalyst Financial Partners’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 | $862K | Buy |
2,702
+118
| +5% | +$37.6K | 0.09% | 95 |
|
|
2025
Q1 | $695K | Buy |
2,584
+57
| +2% | +$15.3K | 0.13% | 106 |
|
|
2024
Q4 | $750K | Buy |
2,527
+43
| +2% | +$12.8K | 0.14% | 92 |
|
|
2024
Q3 | $674K | Buy |
2,484
+181
| +8% | +$49.1K | 0.13% | 102 |
|
|
2024
Q2 | $533K | Buy |
2,303
+94
| +4% | +$21.8K | 0.12% | 116 |
|
|
2024
Q1 | $481K | Buy |
2,209
+233
| +12% | +$50.7K | 0.12% | 112 |
|
|
2023
Q4 | $370K | Buy |
1,976
+199
| +11% | +$37.3K | 0.1% | 133 |
|
|
2023
Q3 | $265K | Buy |
1,777
+72
| +4% | +$10.7K | 0.09% | 168 |
|
|
2023
Q2 | $297K | Buy |
1,705
+333
| +24% | +$58K | 0.11% | 144 |
|
|
2023
Q1 | $226K | Buy |
+1,372
| New | +$226K | 0.1% | 160 |
|