Clearstead Trust’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 | $482K | Sell |
1,510
-104
| -6% | -$33.2K | 0.09% | 109 |
|
|
2025
Q1 | $434K | Sell |
1,614
-130
| -7% | -$35K | 0.1% | 102 |
|
|
2024
Q4 | $518K | Hold |
1,744
| – | – | 0.11% | 89 |
|
|
2024
Q3 | $473K | Hold |
1,744
| – | – | 0.11% | 83 |
|
|
2024
Q2 | $404K | Hold |
1,744
| – | – | 0.1% | 86 |
|
|
2024
Q1 | $397K | Buy |
1,744
+50
| +3% | +$11.4K | 0.1% | 84 |
|
|
2023
Q4 | $317K | Hold |
1,694
| – | – | 0.09% | 128 |
|
|
2023
Q3 | $253K | Buy |
1,694
+500
| +42% | +$74.6K | 0.08% | 103 |
|
|
2023
Q2 | $208K | Hold |
1,194
| – | – | 0.07% | 120 |
|
|
2023
Q1 | $197K | Hold |
1,194
| – | – | 0.06% | 131 |
|
|
2022
Q4 | $176K | Hold |
1,194
| – | – | 0.06% | 144 |
|
|
2022
Q3 | $161K | Buy |
+1,194
| New | +$161K | 0.06% | 144 |
|