Cooper Financial 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 | $961K | Buy |
3,012
+295
| +11% | +$94.1K | 0.11% | 146 |
|
|
2025
Q1 | $731K | Buy |
2,717
+347
| +15% | +$93.4K | 0.1% | 186 |
|
|
2024
Q4 | $703K | Buy |
2,370
+663
| +39% | +$197K | 0.08% | 189 |
|
|
2024
Q3 | $463K | Buy |
1,707
+328
| +24% | +$89K | 0.06% | 257 |
|
|
2024
Q2 | $319K | Buy |
+1,379
| New | +$319K | 0.05% | 289 |
|
|
2021
Q1 | – | Sell |
-2,189
| Closed | -$265K | – | 249 |
|
|
2020
Q4 | $265K | Buy |
+2,189
| New | +$265K | 0.05% | 234 |
|