E&G 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 | $367K | Sell |
1,151
-100
| -8% | -$31.9K | 0.1% | 146 |
|
|
2025
Q1 | $337K | Buy |
1,251
+100
| +9% | +$26.9K | 0.1% | 152 |
|
|
2024
Q4 | $342K | Sell |
1,151
-100
| -8% | -$29.7K | 0.09% | 152 |
|
|
2024
Q3 | $339K | Buy |
1,251
+1
| +0.1% | +$271 | 0.09% | 157 |
|
|
2024
Q2 | $290K | Sell |
1,250
-100
| -7% | -$23.2K | 0.09% | 165 |
|
|
2024
Q1 | $307K | Buy |
1,350
+100
| +8% | +$22.8K | 0.1% | 149 |
|
|
2023
Q4 | $234K | Sell |
1,250
-150
| -11% | -$28.1K | 0.08% | 174 |
|
|
2023
Q3 | $209K | Hold |
1,400
| – | – | 0.08% | 184 |
|
|
2023
Q2 | $244K | Buy |
1,400
+50
| +4% | +$8.71K | 0.09% | 179 |
|
|
2023
Q1 | $223K | Sell |
1,350
-950
| -41% | -$157K | 0.08% | 181 |
|
|
2022
Q4 | $340K | Buy |
2,300
+100
| +5% | +$14.8K | 0.13% | 145 |
|
|
2022
Q3 | $297K | Buy |
2,200
+100
| +5% | +$13.5K | 0.11% | 152 |
|
|
2022
Q2 | $291K | Buy |
2,100
+850
| +68% | +$118K | 0.1% | 162 |
|
|
2022
Q1 | $234K | Hold |
1,250
| – | – | 0.06% | 196 |
|
|
2021
Q4 | $204K | Sell |
1,250
-100
| -7% | -$16.3K | 0.05% | 213 |
|
|
2021
Q3 | $226K | Buy |
+1,350
| New | +$226K | 0.06% | 191 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 190 |
|
|
2019
Q1 | – | Sell |
-2,436
| Closed | -$232K | – | 182 |
|
|
2018
Q4 | $232K | Hold |
2,436
| – | – | 0.1% | 170 |
|
|
2018
Q3 | $259K | Sell |
2,436
-1,314
| -35% | -$140K | 0.1% | 180 |
|
|
2018
Q2 | $368K | Buy |
+3,750
| New | +$368K | 0.15% | 148 |
|