CreativeOne Wealth’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 | $4.46M | Buy |
13,996
+1,061
| +8% | +$338K | 0.12% | 164 |
|
|
2025
Q1 | $3.48M | Buy |
12,935
+119
| +0.9% | +$32K | 0.1% | 187 |
|
|
2024
Q4 | $3.8M | Buy |
12,816
+826
| +7% | +$245K | 0.12% | 166 |
|
|
2024
Q3 | $3.25M | Sell |
11,990
-103
| -0.9% | -$27.9K | 0.11% | 174 |
|
|
2024
Q2 | $2.8M | Sell |
12,093
-1,006
| -8% | -$233K | 0.14% | 139 |
|
|
2024
Q1 | $2.98M | Buy |
13,099
+2,428
| +23% | +$553K | 0.12% | 161 |
|
|
2023
Q4 | $2M | Sell |
10,671
-1
| -0% | -$187 | 0.13% | 155 |
|
|
2023
Q3 | $1.59M | Sell |
10,672
-1,463
| -12% | -$218K | 0.11% | 174 |
|
|
2023
Q2 | $2.11M | Sell |
12,135
-598
| -5% | -$104K | 0.1% | 198 |
|
|
2023
Q1 | $2.1M | Buy |
12,733
+662
| +5% | +$109K | 0.1% | 176 |
|
|
2022
Q4 | $1.78M | Buy |
12,071
+262
| +2% | +$38.7K | 0.1% | 188 |
|
|
2022
Q3 | $1.59M | Buy |
11,809
+4
| +0% | +$540 | 0.1% | 187 |
|
|
2022
Q2 | $1.64M | Sell |
11,805
-252
| -2% | -$34.9K | 0.09% | 182 |
|
|
2022
Q1 | $2.26M | Buy |
12,057
+233
| +2% | +$43.6K | 0.12% | 142 |
|
|
2021
Q4 | $1.93M | Sell |
11,824
-21
| -0.2% | -$3.44K | 0.1% | 192 |
|
|
2021
Q3 | $1.98M | Sell |
11,845
-47
| -0.4% | -$7.87K | 0.12% | 151 |
|
|
2021
Q2 | $1.97M | Buy |
11,892
+56
| +0.5% | +$9.25K | 0.12% | 155 |
|
|
2021
Q1 | $1.67M | Sell |
11,836
-386
| -3% | -$54.6K | 0.13% | 147 |
|
|
2020
Q4 | $1.48M | Buy |
12,222
+2,656
| +28% | +$321K | 0.12% | 136 |
|
|
2020
Q3 | $959K | Sell |
9,566
-55
| -0.6% | -$5.51K | 0.13% | 104 |
|
|
2020
Q2 | $916K | Buy |
9,621
+178
| +2% | +$16.9K | 0.14% | 92 |
|
|
2020
Q1 | $808K | Buy |
9,443
+2,875
| +44% | +$246K | 0.15% | 79 |
|
|
2019
Q4 | $818K | Sell |
6,568
-39
| -0.6% | -$4.86K | 0.14% | 79 |
|
|
2019
Q3 | $781K | Sell |
6,607
-22
| -0.3% | -$2.6K | 0.15% | 74 |
|
|
2019
Q2 | $818K | Buy |
+6,629
| New | +$818K | 0.17% | 67 |
|