Channel Wealth’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 | $898K | Hold |
2,816
| – | – | 0.25% | 66 |
|
|
2025
Q1 | $758K | Buy |
2,816
+260
| +10% | +$70K | 0.24% | 76 |
|
|
2024
Q4 | $759K | Sell |
2,556
-16
| -0.6% | -$4.75K | 0.25% | 73 |
|
|
2024
Q3 | $698K | Hold |
2,572
| – | – | 0.23% | 78 |
|
|
2024
Q2 | $596K | Buy |
2,572
+1,215
| +90% | +$281K | 0.22% | 83 |
|
|
2024
Q1 | $309K | Sell |
1,357
-32
| -2% | -$7.29K | 0.12% | 127 |
|
|
2023
Q4 | $260K | Sell |
1,389
-59
| -4% | -$11.1K | 0.12% | 137 |
|
|
2023
Q3 | $216K | Sell |
1,448
-55
| -4% | -$8.21K | 0.12% | 156 |
|
|
2023
Q2 | $262K | Sell |
1,503
-30
| -2% | -$5.23K | 0.15% | 144 |
|
|
2023
Q1 | $253K | Buy |
+1,533
| New | +$253K | 0.16% | 150 |
|