Cranbrook 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 | $33.5K | Hold |
105
| – | – | 0.01% | 216 |
|
|
2025
Q1 | $28.3K | Buy |
105
+18
| +21% | +$4.84K | 0.01% | 217 |
|
|
2024
Q4 | $25.8K | Buy |
87
+24
| +38% | +$7.12K | 0.01% | 217 |
|
|
2024
Q3 | $17.1K | Hold |
63
| – | – | ﹤0.01% | 234 |
|
|
2024
Q2 | $14.6K | Hold |
63
| – | – | ﹤0.01% | 234 |
|
|
2024
Q1 | $14.3K | Sell |
63
-42
| -40% | -$9.56K | ﹤0.01% | 213 |
|
|
2023
Q4 | $19.7K | Hold |
105
| – | – | 0.01% | 202 |
|
|
2023
Q3 | $15.7K | Hold |
105
| – | – | ﹤0.01% | 202 |
|
|
2023
Q2 | $18.3K | Hold |
105
| – | – | 0.01% | 202 |
|
|
2023
Q1 | $17.3K | Hold |
105
| – | – | ﹤0.01% | 206 |
|
|
2022
Q4 | $15.5K | Sell |
105
-25
| -19% | -$3.69K | ﹤0.01% | 205 |
|
|
2022
Q3 | $18K | Sell |
130
-126
| -49% | -$17.4K | ﹤0.01% | 216 |
|
|
2022
Q2 | $35K | Hold |
256
| – | – | 0.01% | 189 |
|
|
2022
Q1 | $48K | Hold |
256
| – | – | 0.01% | 191 |
|
|
2021
Q4 | $42K | Sell |
256
-44
| -15% | -$7.22K | 0.01% | 194 |
|
|
2021
Q3 | $50K | Buy |
300
+28
| +10% | +$4.67K | 0.01% | 187 |
|
|
2021
Q2 | $45K | Hold |
272
| – | – | 0.01% | 191 |
|
|
2021
Q1 | $38K | Buy |
272
+179
| +192% | +$25K | 0.01% | 205 |
|
|
2020
Q4 | $11K | Buy |
93
+53
| +133% | +$6.27K | ﹤0.01% | 230 |
|
|
2020
Q3 | $4K | Hold |
40
| – | – | ﹤0.01% | 232 |
|
|
2020
Q2 | $4K | Hold |
40
| – | – | ﹤0.01% | 233 |
|
|
2020
Q1 | $3K | Hold |
40
| – | – | ﹤0.01% | 231 |
|
|
2019
Q4 | $5K | Hold |
40
| – | – | ﹤0.01% | 222 |
|
|
2019
Q3 | $5K | Buy |
+40
| New | +$5K | ﹤0.01% | 222 |
|
|
2014
Q1 | – | Sell |
-56
| Closed | – | – | 155 |
|
|
2013
Q4 | $0 | Buy |
+56
| New | – | ﹤0.01% | 222 |
|