Everhart Financial Group’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 | $1.36M | Buy |
4,254
+267
| +7% | +$85.2K | 0.16% | 91 |
|
|
2025
Q1 | $1.07M | Sell |
3,987
-406
| -9% | -$109K | 0.15% | 99 |
|
|
2024
Q4 | $1.3M | Buy |
4,393
+966
| +28% | +$287K | 0.27% | 71 |
|
|
2024
Q3 | $929K | Buy |
3,427
+507
| +17% | +$137K | 0.21% | 111 |
|
|
2024
Q2 | $676K | Buy |
2,920
+546
| +23% | +$126K | 0.18% | 123 |
|
|
2024
Q1 | $541K | Buy |
2,374
+472
| +25% | +$107K | 0.16% | 138 |
|
|
2023
Q4 | $356K | Sell |
1,902
-515
| -21% | -$96.5K | 0.13% | 157 |
|
|
2023
Q3 | $361K | Buy |
2,417
+256
| +12% | +$38.2K | 0.15% | 130 |
|
|
2023
Q2 | $376K | Buy |
2,161
+44
| +2% | +$7.67K | 0.16% | 126 |
|
|
2023
Q1 | $349K | Buy |
2,117
+523
| +33% | +$86.3K | 0.16% | 120 |
|
|
2022
Q4 | $236K | Sell |
1,594
-736
| -32% | -$109K | 0.12% | 150 |
|
|
2022
Q3 | $314K | Buy |
2,330
+635
| +37% | +$85.6K | 0.17% | 119 |
|
|
2022
Q2 | $235K | Buy |
1,695
+251
| +17% | +$34.8K | 0.14% | 149 |
|
|
2022
Q1 | $270K | Buy |
+1,444
| New | +$270K | 0.16% | 96 |
|