Delos Wealth Advisors’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 | $9.89K | Buy |
+31
| New | +$9.89K | 0.01% | 168 |
|
|
2025
Q1 | – | Sell |
-126
| Closed | -$37.4K | – | 65 |
|
|
2024
Q4 | $37.4K | Buy |
126
+26
| +26% | +$7.72K | 0.03% | 83 |
|
|
2024
Q3 | $27.1K | Hold |
100
| – | – | 0.02% | 90 |
|
|
2024
Q2 | $23.2K | Hold |
100
| – | – | 0.02% | 95 |
|
|
2024
Q1 | $22.8K | Sell |
100
-100
| -50% | -$22.8K | 0.03% | 85 |
|
|
2023
Q4 | $37.5K | Buy |
+200
| New | +$37.5K | 0.05% | 70 |
|