ERn Financial LLC’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 | $221K | Sell |
692
-2,806
| -80% | -$895K | 0.05% | 136 |
|
|
2025
Q1 | $941K | Hold |
3,498
| – | – | 0.15% | 99 |
|
|
2024
Q4 | $1.04M | Buy |
3,498
+5
| +0.1% | +$1.48K | 0.16% | 94 |
|
|
2024
Q3 | $947K | Buy |
3,493
+456
| +15% | +$124K | 0.14% | 99 |
|
|
2024
Q2 | $703K | Buy |
3,037
+2
| +0.1% | +$463 | 0.12% | 116 |
|
|
2024
Q1 | $691K | Hold |
3,035
| – | – | 0.12% | 115 |
|
|
2023
Q4 | $546K | Hold |
3,035
| – | – | 0.1% | 126 |
|
|
2023
Q3 | $453K | Hold |
3,035
| – | – | 0.1% | 128 |
|
|
2023
Q2 | $529K | Hold |
3,035
| – | – | 0.11% | 121 |
|
|
2023
Q1 | $501K | Buy |
3,035
+60
| +2% | +$9.9K | 0.11% | 118 |
|
|
2022
Q4 | $440K | Buy |
2,975
+16
| +0.5% | +$2.36K | 0.1% | 123 |
|
|
2022
Q3 | $399K | Buy |
2,959
+14
| +0.5% | +$1.89K | 0.1% | 122 |
|
|
2022
Q2 | $408K | Sell |
2,945
-85
| -3% | -$11.8K | 0.1% | 121 |
|
|
2022
Q1 | $567K | Buy |
3,030
+76
| +3% | +$14.2K | 0.13% | 100 |
|
|
2021
Q4 | $483K | Hold |
2,954
| – | – | 0.11% | 101 |
|
|
2021
Q3 | $495K | Buy |
+2,954
| New | +$495K | 0.13% | 88 |
|