Connecticut 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 | $388K | Buy |
1,215
+1
| +0.1% | +$319 | 0.02% | 234 |
|
|
2025
Q1 | $327K | Buy |
1,214
+99
| +9% | +$26.6K | 0.02% | 252 |
|
|
2024
Q4 | $331K | Buy |
1,115
+245
| +28% | +$72.7K | 0.02% | 221 |
|
|
2024
Q3 | $236K | Hold |
870
| – | – | 0.01% | 292 |
|
|
2024
Q2 | $201K | Sell |
870
-612
| -41% | -$142K | 0.01% | 314 |
|
|
2024
Q1 | $337K | Sell |
1,482
-35
| -2% | -$7.97K | 0.02% | 255 |
|
|
2023
Q4 | $284K | Buy |
1,517
+158
| +12% | +$29.6K | 0.02% | 268 |
|
|
2023
Q3 | $203K | Sell |
1,359
-60
| -4% | -$8.95K | 0.01% | 286 |
|
|
2023
Q2 | $247K | Hold |
1,419
| – | – | 0.02% | 228 |
|
|
2023
Q1 | $234K | Buy |
+1,419
| New | +$234K | 0.02% | 225 |
|
|
2022
Q2 | – | Sell |
-1,160
| Closed | -$217K | – | 188 |
|
|
2022
Q1 | $217K | Buy |
+1,160
| New | +$217K | 0.02% | 179 |
|