Clifford Group’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 | $362K | Hold |
1,136
| – | – | 0.3% | 46 |
|
2025
Q1 | $306K | Hold |
1,136
| – | – | 0.29% | 54 |
|
2024
Q4 | $337K | Hold |
1,136
| – | – | 0.26% | 54 |
|
2024
Q3 | $308K | Hold |
1,136
| – | – | 0.24% | 61 |
|
2024
Q2 | $263K | Hold |
1,136
| – | – | 0.21% | 66 |
|
2024
Q1 | $259K | Hold |
1,136
| – | – | 0.21% | 66 |
|
2023
Q4 | $213K | Buy |
+1,136
| New | +$213K | 0.2% | 73 |
|