Cornerstone Planning 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 | $1.56M | Buy |
5,246
+10
| +0.2% | +$2.97K | 0.32% | 29 |
|
|
2025
Q1 | $1.36M | Buy |
5,236
+40
| +0.8% | +$10.4K | 0.33% | 26 |
|
|
2024
Q4 | $1.64M | Buy |
5,196
+11
| +0.2% | +$3.48K | 0.4% | 22 |
|
|
2024
Q3 | $1.4M | Buy |
5,185
+18
| +0.3% | +$4.87K | 0.37% | 22 |
|
|
2024
Q2 | $1.17M | Buy |
5,167
+166
| +3% | +$37.5K | 0.33% | 23 |
|
|
2024
Q1 | $1.15M | Sell |
5,001
-210
| -4% | -$48.5K | 0.36% | 21 |
|
|
2023
Q4 | $976K | Sell |
5,211
-776
| -13% | -$145K | 0.32% | 28 |
|
|
2023
Q3 | $893K | Sell |
5,987
-6
| -0.1% | -$895 | 0.34% | 26 |
|
|
2023
Q2 | $1.04M | Buy |
+5,993
| New | +$1.04M | 0.41% | 25 |
|
|
2022
Q4 | $874K | Buy |
+5,951
| New | +$874K | 0.37% | 43 |
|