Cyndeo Wealth Partners’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 | $8.03M | Sell |
25,166
-1,453
| -5% | -$463K | 0.48% | 62 |
|
|
2025
Q1 | $7.16M | Buy |
26,619
+24,236
| +1,017% | +$6.52M | 0.47% | 70 |
|
|
2024
Q4 | $707K | Buy |
2,383
+99
| +4% | +$29.4K | 0.05% | 256 |
|
|
2024
Q3 | $619K | Buy |
2,284
+108
| +5% | +$29.3K | 0.04% | 267 |
|
|
2024
Q2 | $504K | Buy |
+2,176
| New | +$504K | 0.04% | 280 |
|