Covestor’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 | $93K | Sell |
290
-28
| -9% | -$8.98K | 0.05% | 597 |
|
2025
Q1 | $85K | Buy |
318
+22
| +7% | +$5.88K | 0.06% | 581 |
|
2024
Q4 | $88K | Buy |
296
+29
| +11% | +$8.62K | 0.06% | 597 |
|
2024
Q3 | $73K | Sell |
267
-2
| -0.7% | -$547 | 0.05% | 697 |
|
2024
Q2 | $62K | Sell |
269
-26
| -9% | -$5.99K | 0.04% | 754 |
|
2024
Q1 | $67K | Buy |
295
+2
| +0.7% | +$454 | 0.04% | 754 |
|
2023
Q4 | $55K | Sell |
293
-6
| -2% | -$1.13K | 0.04% | 804 |
|
2023
Q3 | $45K | Buy |
299
+3
| +1% | +$452 | 0.03% | 812 |
|
2023
Q2 | $52K | Sell |
296
-128
| -30% | -$22.5K | 0.04% | 761 |
|
2023
Q1 | $70K | Sell |
424
-38
| -8% | -$6.27K | 0.06% | 564 |
|
2022
Q4 | $69K | Buy |
462
+66
| +17% | +$9.86K | 0.06% | 589 |
|
2022
Q3 | $53K | Sell |
396
-372
| -48% | -$49.8K | 0.05% | 672 |
|
2022
Q2 | $107K | Sell |
768
-178
| -19% | -$24.8K | 0.08% | 372 |
|
2022
Q1 | $177K | Buy |
946
+638
| +207% | +$119K | 0.12% | 187 |
|
2021
Q4 | $51K | Buy |
+308
| New | +$51K | 0.07% | 522 |
|