Congress 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 | $31.4M | Buy |
98,480
+48,169
| +96% | +$15.4M | 0.3% | 74 |
|
|
2025
Q1 | $13.6M | Buy |
50,311
+8,216
| +20% | +$2.22M | 0.16% | 159 |
|
|
2024
Q4 | $12.5M | Sell |
42,095
-27,462
| -39% | -$8.15M | 0.17% | 170 |
|
|
2024
Q3 | $18.9M | Buy |
69,557
+24,906
| +56% | +$6.75M | 0.25% | 104 |
|
|
2024
Q2 | $10.3M | Buy |
44,651
+41,173
| +1,184% | +$9.53M | 0.16% | 170 |
|
|
2024
Q1 | $792K | Sell |
3,478
-6,568
| -65% | -$1.5M | 0.01% | 395 |
|
|
2023
Q4 | $1.88M | Buy |
10,046
+6,654
| +196% | +$1.25M | 0.03% | 321 |
|
|
2023
Q3 | $506K | Buy |
3,392
+78
| +2% | +$11.6K | 0.01% | 457 |
|
|
2023
Q2 | $577K | Buy |
3,314
+39
| +1% | +$6.8K | 0.01% | 400 |
|
|
2023
Q1 | $540K | Sell |
3,275
-458
| -12% | -$75.6K | 0.01% | 409 |
|
|
2022
Q4 | $552K | Buy |
3,733
+131
| +4% | +$19.4K | 0.01% | 394 |
|
|
2022
Q3 | $486K | Buy |
3,602
+600
| +20% | +$81K | 0.01% | 407 |
|
|
2022
Q2 | $416K | Sell |
3,002
-66
| -2% | -$9.15K | 0.01% | 431 |
|
|
2022
Q1 | $573K | Sell |
3,068
-765
| -20% | -$143K | 0.01% | 428 |
|
|
2021
Q4 | $627K | Buy |
+3,833
| New | +$627K | 0.01% | 436 |
|