Consolidated Planning Corp’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 | $455K | Hold |
1,426
| – | – | 0.06% | 140 |
|
|
2025
Q1 | $384K | Sell |
1,426
-17
| -1% | -$4.57K | 0.05% | 142 |
|
|
2024
Q4 | $428K | Buy |
1,443
+10
| +0.7% | +$2.97K | 0.06% | 139 |
|
|
2024
Q3 | $389K | Buy |
1,433
+20
| +1% | +$5.42K | 0.06% | 140 |
|
|
2024
Q2 | $327K | Hold |
1,413
| – | – | 0.05% | 136 |
|
|
2024
Q1 | $322K | Hold |
1,413
| – | – | 0.06% | 131 |
|
|
2023
Q4 | $265K | Hold |
1,413
| – | – | 0.05% | 136 |
|
|
2023
Q3 | $211K | Hold |
1,413
| – | – | 0.05% | 150 |
|
|
2023
Q2 | $246K | Buy |
+1,413
| New | +$246K | 0.05% | 145 |
|
|
2021
Q4 | – | Sell |
-201
| Closed | -$34K | – | 94 |
|
|
2021
Q3 | $34K | Buy |
+201
| New | +$34K | 0.02% | 195 |
|