Evoke Wealth’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 | $3.13M | Buy |
9,818
+260
| +3% | +$82.9K | 0.07% | 105 |
|
|
2025
Q1 | $2.57M | Sell |
9,558
-61
| -0.6% | -$16.4K | 0.07% | 116 |
|
|
2024
Q4 | $2.85M | Buy |
9,619
+46
| +0.5% | +$13.7K | 0.08% | 105 |
|
|
2024
Q3 | $2.6M | Buy |
+9,573
| New | +$2.6M | 0.07% | 105 |
|
|
2024
Q2 | – | Sell |
-8,247
| Closed | -$1.88M | – | 129 |
|
|
2024
Q1 | $1.88M | Buy |
+8,247
| New | +$1.88M | 0.06% | 118 |
|
|
2023
Q4 | – | Sell |
-8,238
| Closed | -$1.23M | – | 114 |
|
|
2023
Q3 | $1.23M | Buy |
8,238
+93
| +1% | +$13.9K | 0.04% | 161 |
|
|
2023
Q2 | $1.42M | Buy |
8,145
+159
| +2% | +$27.7K | 0.05% | 137 |
|
|
2023
Q1 | $1.32M | Buy |
7,986
+102
| +1% | +$16.8K | 0.05% | 137 |
|
|
2022
Q4 | $1.16M | Sell |
7,884
-205
| -3% | -$30.3K | 0.04% | 148 |
|
|
2022
Q3 | $1.09M | Sell |
8,089
-262
| -3% | -$35.3K | 0.04% | 145 |
|
|
2022
Q2 | $1.16M | Buy |
8,351
+67
| +0.8% | +$9.32K | 0.04% | 146 |
|
|
2022
Q1 | $1.55M | Buy |
8,284
+78
| +1% | +$14.6K | 0.05% | 136 |
|
|
2021
Q4 | $1.34M | Sell |
8,206
-272
| -3% | -$44.5K | 0.04% | 150 |
|
|
2021
Q3 | $1.42M | Sell |
8,478
-231
| -3% | -$38.7K | 0.05% | 142 |
|
|
2021
Q2 | $1.44M | Sell |
8,709
-548
| -6% | -$90.5K | 0.05% | 140 |
|
|
2021
Q1 | $1.31M | Buy |
9,257
+6,676
| +259% | +$947K | 0.06% | 134 |
|
|
2020
Q4 | $312K | Buy |
2,581
+369
| +17% | +$44.6K | 0.02% | 193 |
|
|
2020
Q3 | $222K | Hold |
2,212
| – | – | 0.02% | 200 |
|
|
2020
Q2 | $211K | Sell |
2,212
-206
| -9% | -$19.7K | 0.02% | 192 |
|
|
2020
Q1 | $207K | Sell |
2,418
-320
| -12% | -$27.4K | 0.03% | 178 |
|
|
2019
Q4 | $341K | Buy |
2,738
+160
| +6% | +$19.9K | 0.04% | 156 |
|
|
2019
Q3 | $305K | Buy |
+2,578
| New | +$305K | 0.04% | 197 |
|