Colton Groome Financial 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 | $203K | Buy |
+636
| New | +$203K | 0.07% | 133 |
|
|
2024
Q4 | – | Sell |
-986
| Closed | -$267K | – | 120 |
|
|
2024
Q3 | $267K | Sell |
986
-100
| -9% | -$27.1K | 0.1% | 109 |
|
|
2024
Q2 | $251K | Hold |
1,086
| – | – | 0.1% | 107 |
|
|
2024
Q1 | $247K | Hold |
1,086
| – | – | 0.1% | 102 |
|
|
2023
Q4 | $203K | Buy |
+1,086
| New | +$203K | 0.09% | 119 |
|
|
2022
Q4 | – | Sell |
-1,782
| Closed | -$240K | – | 123 |
|
|
2022
Q3 | $240K | Hold |
1,782
| – | – | 0.12% | 96 |
|
|
2022
Q2 | $247K | Buy |
1,782
+600
| +51% | +$83.2K | 0.12% | 89 |
|
|
2022
Q1 | $221K | Buy |
+1,182
| New | +$221K | 0.1% | 99 |
|