Family Capital 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 | $1.03M | Buy |
3,242
+1,076
| +50% | +$343K | 0.54% | 37 |
|
|
2025
Q1 | $583K | Buy |
2,166
+537
| +33% | +$144K | 0.36% | 47 |
|
|
2024
Q4 | $484K | Buy |
1,629
+205
| +14% | +$60.9K | 0.29% | 50 |
|
|
2024
Q3 | $386K | Buy |
1,424
+8
| +0.6% | +$2.17K | 0.25% | 52 |
|
|
2024
Q2 | $328K | Buy |
1,416
+3
| +0.2% | +$695 | 0.22% | 52 |
|
|
2024
Q1 | $322K | Buy |
1,413
+31
| +2% | +$7.06K | 0.22% | 50 |
|
|
2023
Q4 | $259K | Sell |
1,382
-454
| -25% | -$85.1K | 0.18% | 53 |
|
|
2023
Q3 | $274K | Sell |
1,836
-4
| -0.2% | -$597 | 0.18% | 58 |
|
|
2023
Q2 | $321K | Buy |
1,840
+71
| +4% | +$12.4K | 0.2% | 53 |
|
|
2023
Q1 | $292K | Buy |
1,769
+100
| +6% | +$16.5K | 0.13% | 53 |
|
|
2022
Q4 | $247K | Buy |
+1,669
| New | +$247K | 0.16% | 59 |
|