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Centerpoint Advisors’s American Express AXP Stock Holding History

Centerpoint Advisors’s Portfolio AXP Stock Details AXP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$1.23M Hold
3,841
– – 0.42% 30
2025
Q1 		$1.03M Sell
3,841
-10
-0.3% -$2.69K 0.38% 34
2024
Q4 		$1.14M Sell
3,851
-119
-3% -$35.3K 0.4% 33
2024
Q3 		$1.08M Hold
3,970
– – 0.37% 35
2024
Q2 		$919K Sell
3,970
-17
-0.4% -$3.94K 0.33% 36
2024
Q1 		$908K Buy
3,987
+75
+2% +$17.1K 0.34% 36
2023
Q4 		$733K Sell
3,912
-81
-2% -$15.2K 0.29% 41
2023
Q3 		$596K Hold
3,993
– – 0.25% 45
2023
Q2 		$696K Hold
3,993
– – 0.28% 45
2023
Q1 		$659K Hold
3,993
– – 0.29% 44
2022
Q4 		$590K Hold
3,993
– – 0.28% 43
2022
Q3 		$539K Sell
3,993
-76
-2% -$10.3K 0.29% 39
2022
Q2 		$564K Buy
4,069
+10
+0.2% +$1.39K 0.29% 40
2022
Q1 		$759K Sell
4,059
-20
-0.5% -$3.74K 0.35% 32
2021
Q4 		$667K Hold
4,079
– – 0.29% 39
2021
Q3 		$683K Buy
4,079
+22
+0.5% +$3.68K 0.33% 36
2021
Q2 		$670K Buy
4,057
+2,039
+101% +$337K 0.32% 35
2021
Q1 		$285K Hold
2,018
– – 0.17% 40
2020
Q4 		$244K Hold
2,018
– – 0.16% 43
2020
Q3 		$202K Sell
2,018
-83
-4% -$8.31K 0.15% 45
2020
Q2 		$200K Buy
2,101
+58
+3% +$5.52K 0.16% 42
2020
Q1 		$175K Sell
2,043
-375
-16% -$32.1K 0.17% 35
2019
Q4 		$301K Sell
2,418
-123
-5% -$15.3K 0.22% 36
2019
Q3 		$301K Hold
2,541
– – 0.24% 34
2019
Q2 		$314K Buy
2,541
+36
+1% +$4.45K 0.25% 35
2019
Q1 		$274K Hold
2,505
– – 0.23% 36
2018
Q4 		$239K Hold
2,505
– – 0.23% 36
2018
Q3 		$267K Hold
2,505
– – 0.21% 38
2018
Q2 		$245K Hold
2,505
– – 0.21% 38
2018
Q1 		$234K Buy
2,505
+210
+9% +$19.6K 0.2% 37
2017
Q4 		$228K Buy
+2,295
New +$228K 0.2% 29