Conscious Wealth Investments’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 | $3.73M | Sell |
12,090
-11
| -0.1% | -$3.39K | 2.38% | 20 |
|
|
2025
Q1 | $3.44M | Sell |
12,101
-2,447
| -17% | -$696K | 2.39% | 19 |
|
|
2024
Q4 | $4.55M | Sell |
14,548
-223
| -2% | -$69.7K | 3.08% | 8 |
|
|
2024
Q3 | $4.01M | Sell |
14,771
-155
| -1% | -$42K | 2.76% | 9 |
|
|
2024
Q2 | $3.68M | Sell |
14,926
-9
| -0.1% | -$2.22K | 2.65% | 8 |
|
|
2024
Q1 | $3.26M | Buy |
14,935
+323
| +2% | +$70.5K | 2.48% | 11 |
|
|
2023
Q4 | $2.75M | Buy |
+14,612
| New | +$2.75M | 2.19% | 17 |
|