Farther Finance 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 | $3.48M | Buy |
10,908
+1,363
| +14% | +$435K | 0.07% | 239 |
|
|
2025
Q1 | $2.58M | Buy |
9,545
+4,244
| +80% | +$1.15M | 0.07% | 253 |
|
|
2024
Q4 | $1.57M | Sell |
5,301
-604
| -10% | -$179K | 0.06% | 259 |
|
|
2024
Q3 | $1.6M | Buy |
5,905
+1,730
| +41% | +$469K | 0.06% | 236 |
|
|
2024
Q2 | $976K | Buy |
4,175
+1,468
| +54% | +$343K | 0.05% | 307 |
|
|
2024
Q1 | $616K | Buy |
2,707
+393
| +17% | +$89.4K | 0.04% | 349 |
|
|
2023
Q4 | $434K | Buy |
2,314
+699
| +43% | +$131K | 0.03% | 380 |
|
|
2023
Q3 | $241K | Buy |
1,615
+838
| +108% | +$125K | 0.04% | 343 |
|
|
2023
Q2 | $135K | Buy |
777
+97
| +14% | +$16.9K | 0.03% | 384 |
|
|
2023
Q1 | $112K | Buy |
680
+132
| +24% | +$21.8K | 0.03% | 377 |
|
|
2022
Q4 | $80.9K | Buy |
+548
| New | +$80.9K | 0.03% | 370 |
|