Delta Financial 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 | $318K | Sell |
996
-50
| -5% | -$16K | 0.11% | 97 |
|
|
2025
Q1 | $282K | Hold |
1,046
| – | – | 0.11% | 100 |
|
|
2024
Q4 | $311K | Hold |
1,046
| – | – | 0.12% | 95 |
|
|
2024
Q3 | $284K | Sell |
1,046
-35
| -3% | -$9.5K | 0.1% | 104 |
|
|
2024
Q2 | $250K | Sell |
1,081
-30
| -3% | -$6.95K | 0.1% | 108 |
|
|
2024
Q1 | $253K | Hold |
1,111
| – | – | 0.1% | 106 |
|
|
2023
Q4 | $208K | Buy |
+1,111
| New | +$208K | 0.09% | 115 |
|
|
2022
Q2 | – | Sell |
-1,121
| Closed | -$210K | – | 116 |
|
|
2022
Q1 | $210K | Buy |
+1,121
| New | +$210K | 0.09% | 119 |
|