Cetera Trust Company’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 | $1.04M | Hold |
3,260
| – | – | 0.62% | 44 |
|
|
2025
Q1 | $877K | Hold |
3,260
| – | – | 0.56% | 47 |
|
|
2024
Q4 | $968K | Hold |
3,260
| – | – | 0.63% | 39 |
|
|
2024
Q3 | $884K | Sell |
3,260
-75
| -2% | -$20.3K | 0.54% | 45 |
|
|
2024
Q2 | $772K | Sell |
3,335
-100
| -3% | -$23.2K | 0.48% | 49 |
|
|
2024
Q1 | $782K | Hold |
3,435
| – | – | 0.47% | 53 |
|
|
2023
Q4 | $644K | Buy |
+3,435
| New | +$644K | 0.4% | 56 |
|