Core Wealth Advisors’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 | $259K | Hold |
812
| – | – | 0.07% | 67 |
|
|
2025
Q1 | $218K | Buy |
+812
| New | +$218K | 0.07% | 63 |
|
|
2024
Q2 | – | Sell |
-497
| Closed | -$113K | – | 69 |
|
|
2024
Q1 | $113K | Hold |
497
| – | – | 0.04% | 69 |
|
|
2023
Q4 | $93.1K | Sell |
497
-44
| -8% | -$8.24K | 0.03% | 68 |
|
|
2023
Q3 | $80.7K | Hold |
541
| – | – | 0.03% | 66 |
|
|
2023
Q2 | $94.2K | Hold |
541
| – | – | 0.04% | 63 |
|
|
2023
Q1 | $89.2K | Hold |
541
| – | – | 0.04% | 67 |
|
|
2022
Q4 | $79.9K | Buy |
541
+44
| +9% | +$6.5K | 0.04% | 66 |
|
|
2022
Q3 | $67K | Buy |
497
+490
| +7,000% | +$66.1K | 0.04% | 60 |
|
|
2022
Q2 | $1K | Hold |
7
| – | – | ﹤0.01% | 204 |
|
|
2022
Q1 | $1K | Sell |
7
-35
| -83% | -$5K | ﹤0.01% | 185 |
|
|
2021
Q4 | $7K | Sell |
42
-6,307
| -99% | -$1.05M | ﹤0.01% | 166 |
|
|
2021
Q3 | $1.06M | Buy |
6,349
+6,342
| +90,600% | +$1.06M | 0.71% | 19 |
|
|
2021
Q2 | $1K | Hold |
7
| – | – | ﹤0.01% | 175 |
|
|
2021
Q1 | $1K | Hold |
7
| – | – | ﹤0.01% | 166 |
|
|
2020
Q4 | $1K | Hold |
7
| – | – | ﹤0.01% | 169 |
|
|
2020
Q3 | $1K | Hold |
7
| – | – | ﹤0.01% | 143 |
|
|
2020
Q2 | $1K | Hold |
7
| – | – | ﹤0.01% | 119 |
|
|
2020
Q1 | $1K | Hold |
7
| – | – | ﹤0.01% | 142 |
|
|
2019
Q4 | $1K | Buy |
+7
| New | +$1K | ﹤0.01% | 123 |
|