EPG 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 | $310K | Sell |
970
-391
| -29% | -$125K | 0.09% | 159 |
|
|
2025
Q1 | $366K | Buy |
1,361
+121
| +10% | +$32.6K | 0.1% | 180 |
|
|
2024
Q4 | $368K | Sell |
1,240
-65
| -5% | -$19.3K | 0.1% | 179 |
|
|
2024
Q3 | $354K | Buy |
+1,305
| New | +$354K | 0.09% | 186 |
|
|
2024
Q2 | – | Sell |
-1,472
| Closed | -$335K | – | 203 |
|
|
2024
Q1 | $335K | Hold |
1,472
| – | – | 0.08% | 204 |
|
|
2023
Q4 | $309K | Sell |
1,472
-105
| -7% | -$22K | 0.08% | 201 |
|
|
2023
Q3 | $235K | Buy |
1,577
+2
| +0.1% | +$298 | 0.07% | 219 |
|
|
2023
Q2 | $274K | Sell |
1,575
-37
| -2% | -$6.45K | 0.08% | 199 |
|
|
2023
Q1 | $266K | Buy |
+1,612
| New | +$266K | 0.08% | 197 |
|
|
2022
Q2 | – | Sell |
-1,402
| Closed | -$262K | – | 225 |
|
|
2022
Q1 | $262K | Sell |
1,402
-1,105
| -44% | -$206K | 0.09% | 192 |
|
|
2021
Q4 | $410K | Buy |
2,507
+250
| +11% | +$40.9K | 0.14% | 133 |
|
|
2021
Q3 | $378K | Sell |
2,257
-45
| -2% | -$7.54K | 0.15% | 135 |
|
|
2021
Q2 | $380K | Sell |
2,302
-198
| -8% | -$32.7K | 0.16% | 129 |
|
|
2021
Q1 | $354K | Buy |
2,500
+7
| +0.3% | +$991 | 0.17% | 121 |
|
|
2020
Q4 | $301K | Sell |
2,493
-162
| -6% | -$19.6K | 0.18% | 110 |
|
|
2020
Q3 | $266K | Sell |
2,655
-753
| -22% | -$75.4K | 0.2% | 100 |
|
|
2020
Q2 | $324K | Buy |
3,408
+1,653
| +94% | +$157K | 0.23% | 99 |
|
|
2020
Q1 | $150K | Buy |
1,755
+1,312
| +296% | +$112K | 0.11% | 144 |
|
|
2019
Q4 | $55K | Buy |
+443
| New | +$55K | 0.04% | 225 |
|