Cornerstone Advisory’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 | $308K | Buy |
965
+31
| +3% | +$9.89K | 0.03% | 179 |
|
|
2025
Q1 | $257K | Buy |
934
+113
| +14% | +$31.1K | 0.03% | 199 |
|
|
2024
Q4 | $255K | Buy |
+821
| New | +$255K | 0.03% | 205 |
|
|
2022
Q1 | – | Sell |
-196
| Closed | -$32K | – | 255 |
|
|
2021
Q4 | $32K | Buy |
+196
| New | +$32K | ﹤0.01% | 474 |
|