Drive Wealth Management’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
$462K Sell
1,447
-13
-0.9% -$4.15K 0.1% 173
2025
Q1
$393K Sell
1,460
-35
-2% -$9.41K 0.09% 168
2024
Q4
$444K Buy
1,495
+66
+5% +$19.6K 0.11% 150
2024
Q3
$387K Buy
1,429
+55
+4% +$14.9K 0.1% 166
2024
Q2
$318K Buy
1,374
+37
+3% +$8.57K 0.09% 183
2024
Q1
$304K Sell
1,337
-445
-25% -$101K 0.09% 198
2023
Q4
$334K Buy
1,782
+118
+7% +$22.1K 0.11% 179
2023
Q3
$248K Buy
1,664
+42
+3% +$6.27K 0.09% 202
2023
Q2
$283K Buy
1,622
+79
+5% +$13.8K 0.1% 184
2023
Q1
$255K Buy
1,543
+111
+8% +$18.3K 0.11% 209
2022
Q4
$212K Buy
+1,432
New +$212K 0.11% 207