Claro Advisors’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 | $386K | Sell |
1,211
-1,367
| -53% | -$436K | 0.06% | 249 |
|
|
2025
Q1 | $694K | Buy |
2,578
+485
| +23% | +$130K | 0.09% | 203 |
|
|
2024
Q4 | $621K | Sell |
2,093
-116
| -5% | -$34.4K | 0.08% | 214 |
|
|
2024
Q3 | $599K | Buy |
2,209
+165
| +8% | +$44.8K | 0.08% | 239 |
|
|
2024
Q2 | $473K | Buy |
2,044
+527
| +35% | +$122K | 0.07% | 241 |
|
|
2024
Q1 | $345K | Buy |
1,517
+161
| +12% | +$36.6K | 0.06% | 292 |
|
|
2023
Q4 | $254K | Buy |
+1,356
| New | +$254K | 0.06% | 318 |
|
|
2023
Q3 | – | Sell |
-1,212
| Closed | -$211K | – | 372 |
|
|
2023
Q2 | $211K | Buy |
+1,212
| New | +$211K | 0.05% | 336 |
|
|
2019
Q1 | – | Sell |
-767
| Closed | -$82K | – | 208 |
|
|
2018
Q4 | $82K | Buy |
+767
| New | +$82K | 0.07% | 259 |
|