Compass Wealth Management’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 | $4.33M | Sell |
13,569
-1
| -0% | -$319 | 1.03% | 39 |
|
|
2025
Q1 | $3.65M | Sell |
13,570
-515
| -4% | -$139K | 0.93% | 40 |
|
|
2024
Q4 | $4.18M | Hold |
14,085
| – | – | 1.01% | 36 |
|
|
2024
Q3 | $3.82M | Sell |
14,085
-920
| -6% | -$250K | 0.9% | 42 |
|
|
2024
Q2 | $3.47M | Sell |
15,005
-63
| -0.4% | -$14.6K | 0.86% | 41 |
|
|
2024
Q1 | $3.43M | Sell |
15,068
-16
| -0.1% | -$3.64K | 0.86% | 42 |
|
|
2023
Q4 | $2.83M | Sell |
15,084
-200
| -1% | -$37.5K | 0.79% | 48 |
|
|
2023
Q3 | $2.28M | Sell |
15,284
-325
| -2% | -$48.5K | 0.72% | 47 |
|
|
2023
Q2 | $2.72M | Buy |
15,609
+25
| +0.2% | +$4.36K | 0.82% | 41 |
|
|
2023
Q1 | $2.57M | Buy |
15,584
+302
| +2% | +$49.8K | 0.82% | 41 |
|
|
2022
Q4 | $2.26M | Buy |
+15,282
| New | +$2.26M | 0.74% | 47 |
|