Exencial Wealth Advisors’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 | $529K | Sell |
1,658
-6
| -0.4% | -$1.91K | 0.02% | 361 |
|
|
2025
Q1 | $448K | Buy |
1,664
+110
| +7% | +$29.6K | 0.02% | 379 |
|
|
2024
Q4 | $461K | Sell |
1,554
-174
| -10% | -$51.6K | 0.02% | 372 |
|
|
2024
Q3 | $469K | Sell |
1,728
-58
| -3% | -$15.7K | 0.02% | 365 |
|
|
2024
Q2 | $414K | Sell |
1,786
-110
| -6% | -$25.5K | 0.02% | 377 |
|
|
2024
Q1 | $432K | Sell |
1,896
-55
| -3% | -$12.5K | 0.02% | 377 |
|
|
2023
Q4 | $366K | Buy |
+1,951
| New | +$366K | 0.01% | 391 |
|
|
2022
Q2 | – | Sell |
-1,132
| Closed | -$212K | – | 418 |
|
|
2022
Q1 | $212K | Buy |
+1,132
| New | +$212K | 0.01% | 421 |
|
|
2017
Q1 | – | Sell |
-5,634
| Closed | -$417K | – | 155 |
|
|
2016
Q4 | $417K | Hold |
5,634
| – | – | 0.18% | 108 |
|
|
2016
Q3 | $374K | Buy |
+5,634
| New | +$374K | 0.17% | 112 |
|