EI
Ellevest Inc’s American Express AXP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.31M | Buy |
4,100
+174
| +4% | +$55.5K | 0.21% | 72 |
|
|
2025
Q1 | $1.06M | Sell |
3,926
-116
| -3% | -$31.2K | 0.07% | 95 |
|
|
2024
Q4 | $1.2M | Buy |
4,042
+13
| +0.3% | +$3.86K | 0.07% | 91 |
|
|
2024
Q3 | $1.09M | Sell |
4,029
-68
| -2% | -$18.4K | 0.06% | 101 |
|
|
2024
Q2 | $949K | Buy |
4,097
+21
| +0.5% | +$4.86K | 0.06% | 102 |
|
|
2024
Q1 | $928K | Buy |
4,076
+227
| +6% | +$51.7K | 0.06% | 108 |
|
|
2023
Q4 | $721K | Buy |
3,849
+668
| +21% | +$125K | 0.05% | 120 |
|
|
2023
Q3 | $475K | Sell |
3,181
-261
| -8% | -$38.9K | 0.04% | 163 |
|
|
2023
Q2 | $600K | Sell |
3,442
-192
| -5% | -$33.4K | 0.05% | 120 |
|
|
2023
Q1 | $599K | Buy |
3,634
+574
| +19% | +$94.7K | 0.05% | 105 |
|
|
2022
Q4 | $452K | Buy |
3,060
+428
| +16% | +$63.2K | 0.04% | 139 |
|
|
2022
Q3 | $355K | Sell |
2,632
-430
| -14% | -$58K | 0.03% | 148 |
|
|
2022
Q2 | $424K | Buy |
3,062
+226
| +8% | +$31.3K | 0.04% | 127 |
|
|
2022
Q1 | $530K | Buy |
2,836
+315
| +12% | +$58.9K | 0.04% | 110 |
|
|
2021
Q4 | $412K | Buy |
2,521
+151
| +6% | +$24.7K | 0.04% | 147 |
|
|
2021
Q3 | $397K | Buy |
2,370
+51
| +2% | +$8.54K | 0.04% | 128 |
|
|
2021
Q2 | $383K | Buy |
2,319
+309
| +15% | +$51K | 0.04% | 122 |
|
|
2021
Q1 | $284K | Buy |
2,010
+220
| +12% | +$31.1K | 0.03% | 143 |
|
|
2020
Q4 | $216K | Buy |
1,790
+339
| +23% | +$40.9K | 0.03% | 149 |
|
|
2020
Q3 | $145K | Buy |
1,451
+1,307
| +908% | +$131K | 0.03% | 169 |
|
|
2020
Q2 | $14K | Sell |
144
-568
| -80% | -$55.2K | ﹤0.01% | 540 |
|
|
2020
Q1 | $61K | Buy |
712
+416
| +141% | +$35.6K | 0.02% | 198 |
|
|
2019
Q4 | $37K | Buy |
296
+281
| +1,873% | +$35.1K | 0.01% | 258 |
|
|
2019
Q3 | $2K | Buy |
+15
| New | +$2K | ﹤0.01% | 325 |
|