Elmwood 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 | $215K | Buy |
+675
| New | +$215K | 0.09% | 123 |
|
|
2025
Q1 | – | Sell |
-675
| Closed | -$200K | – | 129 |
|
|
2024
Q4 | $200K | Buy |
+675
| New | +$200K | 0.08% | 127 |
|
|
2021
Q2 | $112K | Hold |
675
| – | – | 0.06% | 132 |
|
|
2021
Q1 | $95K | Buy |
+675
| New | +$95K | 0.06% | 132 |
|
|
2020
Q3 | $65K | Hold |
683
| – | – | 0.05% | 118 |
|
|
2020
Q2 | $65K | Buy |
683
+8
| +1% | +$761 | 0.05% | 118 |
|
|
2020
Q1 | $63K | Buy |
+675
| New | +$63K | 0.06% | 116 |
|
|
2019
Q4 | – | Sell |
-675
| Closed | -$80K | – | 99 |
|
|
2019
Q3 | $80K | Hold |
675
| – | – | 0.08% | 101 |
|
|
2019
Q2 | $83K | Hold |
675
| – | – | 0.07% | 111 |
|
|
2019
Q1 | $74K | Hold |
675
| – | – | 0.07% | 110 |
|
|
2018
Q4 | $64K | Hold |
675
| – | – | 0.06% | 118 |
|
|
2018
Q3 | $71.9K | Hold |
675
| – | – | 0.06% | 121 |
|
|
2018
Q2 | $66.2K | Hold |
675
| – | – | 0.06% | 118 |
|
|
2018
Q1 | $63K | Buy |
+675
| New | +$63K | 0.06% | 116 |
|