Crumly & Associates’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 | $638K | Sell |
2,000
-122
| -6% | -$38.9K | 0.16% | 82 |
|
|
2025
Q1 | $571K | Sell |
2,122
-88
| -4% | -$23.7K | 0.16% | 92 |
|
|
2024
Q4 | $656K | Sell |
2,210
-52
| -2% | -$15.4K | 0.18% | 81 |
|
|
2024
Q3 | $613K | Buy |
2,262
+55
| +2% | +$14.9K | 0.17% | 82 |
|
|
2024
Q2 | $511K | Buy |
2,207
+71
| +3% | +$16.4K | 0.15% | 94 |
|
|
2024
Q1 | $486K | Buy |
+2,136
| New | +$486K | 0.13% | 105 |
|