Elevated Capital 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 | $328K | Hold |
1,221
| – | – | 0.09% | 217 |
|
|
2025
Q1 | $328K | Sell |
1,221
-243
| -17% | -$65.4K | 0.09% | 217 |
|
|
2024
Q4 | $434K | Sell |
1,464
-8
| -0.5% | -$2.37K | 0.12% | 204 |
|
|
2024
Q3 | $399K | Hold |
1,472
| – | – | 0.11% | 222 |
|
|
2024
Q2 | $341K | Sell |
1,472
-33
| -2% | -$7.64K | 0.1% | 194 |
|
|
2024
Q1 | $343K | Sell |
1,505
-16
| -1% | -$3.64K | 0.1% | 152 |
|
|
2023
Q4 | $285K | Hold |
1,521
| – | – | 0.09% | 159 |
|
|
2023
Q3 | $227K | Sell |
1,521
-28
| -2% | -$4.18K | 0.08% | 160 |
|
|
2023
Q2 | $270K | Hold |
1,549
| – | – | 0.09% | 163 |
|
|
2023
Q1 | $256K | Sell |
1,549
-31
| -2% | -$5.12K | 0.09% | 158 |
|
|
2022
Q4 | $233K | Sell |
1,580
-4
| -0.3% | -$591 | 0.09% | 148 |
|
|
2022
Q3 | $214K | Buy |
+1,584
| New | +$214K | 0.08% | 146 |
|
|
2022
Q1 | $296K | Buy |
+1,582
| New | +$296K | 0.1% | 151 |
|
|
2021
Q3 | $270K | Buy |
+1,610
| New | +$270K | 0.09% | 151 |
|
|
2021
Q1 | $235K | Buy |
+1,620
| New | +$235K | 0.09% | 155 |
|
|
2019
Q4 | $214K | Buy |
+1,720
| New | +$214K | 0.24% | 112 |
|