Ehrlich Financial Group’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 | $356K | Sell |
1,116
-3
| -0.3% | -$957 | 0.23% | 76 |
|
|
2025
Q1 | $301K | Buy |
1,119
+3
| +0.3% | +$807 | 0.22% | 83 |
|
|
2024
Q4 | $331K | Buy |
1,116
+8
| +0.7% | +$2.37K | 0.24% | 78 |
|
|
2024
Q3 | $300K | Buy |
1,108
+6
| +0.5% | +$1.63K | 0.21% | 74 |
|
|
2024
Q2 | $255K | Buy |
1,102
+24
| +2% | +$5.56K | 0.2% | 82 |
|
|
2024
Q1 | $245K | Buy |
+1,078
| New | +$245K | 0.21% | 83 |
|