Compton Wealth Advisory 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 | $253K | Buy |
793
+7
| +0.9% | +$2.23K | 0.06% | 81 |
|
|
2025
Q1 | $211K | Sell |
786
-8
| -1% | -$2.15K | 0.06% | 80 |
|
|
2024
Q4 | $236K | Hold |
794
| – | – | 0.06% | 99 |
|
|
2024
Q3 | $215K | Buy |
+794
| New | +$215K | 0.05% | 107 |
|
|
2022
Q2 | – | Sell |
-1,367
| Closed | -$256K | – | 99 |
|
|
2022
Q1 | $256K | Buy |
+1,367
| New | +$256K | 0.1% | 105 |
|