Envestnet Portfolio Solutions’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 | $3M | Sell |
9,393
-844
| -8% | -$269K | 0.01% | 463 |
|
|
2025
Q1 | $2.75M | Sell |
10,237
-6,443
| -39% | -$1.73M | 0.01% | 499 |
|
|
2024
Q4 | $4.95M | Sell |
16,680
-1,649
| -9% | -$489K | 0.02% | 395 |
|
|
2024
Q3 | $4.97M | Buy |
18,329
+773
| +4% | +$210K | 0.02% | 392 |
|
|
2024
Q2 | $4.07M | Sell |
17,556
-1,084
| -6% | -$251K | 0.01% | 423 |
|
|
2024
Q1 | $4.24M | Buy |
18,640
+3,151
| +20% | +$717K | 0.02% | 419 |
|
|
2023
Q4 | $2.9M | Buy |
15,489
+1,538
| +11% | +$288K | 0.01% | 488 |
|
|
2023
Q3 | $2.08M | Buy |
+13,951
| New | +$2.08M | 0.01% | 535 |
|