Cornerstone Wealth Management’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 | $1.16M | Buy |
3,623
+2
| +0.1% | +$638 | 0.07% | 237 |
|
|
2025
Q1 | $974K | Sell |
3,621
-8
| -0.2% | -$2.15K | 0.07% | 247 |
|
|
2024
Q4 | $1.08M | Sell |
3,629
-37
| -1% | -$11K | 0.07% | 221 |
|
|
2024
Q3 | $994K | Buy |
3,666
+130
| +4% | +$35.3K | 0.07% | 220 |
|
|
2024
Q2 | $819K | Sell |
3,536
-23
| -0.6% | -$5.33K | 0.06% | 234 |
|
|
2024
Q1 | $810K | Buy |
3,559
+56
| +2% | +$12.8K | 0.07% | 235 |
|
|
2023
Q4 | $656K | Sell |
3,503
-448
| -11% | -$83.9K | 0.06% | 264 |
|
|
2023
Q3 | $590K | Buy |
3,951
+310
| +9% | +$46.3K | 0.06% | 262 |
|
|
2023
Q2 | $634K | Buy |
3,641
+119
| +3% | +$20.7K | 0.06% | 259 |
|
|
2023
Q1 | $581K | Buy |
+3,522
| New | +$581K | 0.06% | 262 |
|
|
2022
Q3 | $433K | Buy |
3,210
+33
| +1% | +$4.45K | 0.05% | 286 |
|
|
2022
Q2 | $440K | Buy |
3,177
+422
| +15% | +$58.4K | 0.05% | 287 |
|
|
2022
Q1 | $515K | Sell |
2,755
-162
| -6% | -$30.3K | 0.05% | 270 |
|
|
2021
Q4 | $479K | Buy |
2,917
+257
| +10% | +$42.2K | 0.05% | 292 |
|
|
2021
Q3 | $446K | Sell |
2,660
-5
| -0.2% | -$838 | 0.05% | 292 |
|
|
2021
Q2 | $440K | Sell |
2,665
-26
| -1% | -$4.29K | 0.05% | 307 |
|
|
2021
Q1 | $381K | Buy |
2,691
+33
| +1% | +$4.67K | 0.05% | 309 |
|
|
2020
Q4 | $321K | Sell |
2,658
-537
| -17% | -$64.9K | 0.04% | 323 |
|
|
2020
Q3 | $320K | Sell |
3,195
-135
| -4% | -$13.5K | 0.05% | 288 |
|
|
2020
Q2 | $317K | Sell |
3,330
-3,138
| -49% | -$299K | 0.05% | 277 |
|
|
2020
Q1 | $554K | Sell |
6,468
-100
| -2% | -$8.57K | 0.11% | 185 |
|
|
2019
Q4 | $818K | Buy |
6,568
+204
| +3% | +$25.4K | 0.13% | 148 |
|
|
2019
Q3 | $753K | Sell |
6,364
-39
| -0.6% | -$4.62K | 0.13% | 152 |
|
|
2019
Q2 | $790K | Sell |
6,403
-75
| -1% | -$9.25K | 0.14% | 151 |
|
|
2019
Q1 | $381K | Buy |
6,478
+1,281
| +25% | +$75.3K | 0.05% | 321 |
|
|
2018
Q4 | $495K | Sell |
5,197
-432,284
| -99% | -$41.2M | 0.11% | 194 |
|
|
2018
Q3 | $4.77M | Sell |
437,481
-108,079
| -20% | -$1.18M | 0.06% | 304 |
|
|
2018
Q2 | $5.51M | Buy |
545,560
+540,800
| +11,361% | +$5.46M | 0.06% | 294 |
|
|
2018
Q1 | $431K | Sell |
4,760
-12
| -0.3% | -$1.09K | 0.08% | 247 |
|
|
2017
Q4 | $477K | Hold |
4,772
| – | – | 0.09% | 218 |
|
|
2017
Q3 | $439K | Hold |
4,772
| – | – | 0.09% | 221 |
|
|
2017
Q2 | $401K | Buy |
4,772
+181
| +4% | +$15.2K | 0.09% | 224 |
|
|
2017
Q1 | $358K | Buy |
4,591
+942
| +26% | +$73.5K | 0.09% | 224 |
|
|
2016
Q4 | $275K | Buy |
+3,649
| New | +$275K | 0.09% | 225 |
|