Fiduciary Alliance’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 | $4.31M | Buy |
13,514
+138
| +1% | +$44K | 0.32% | 76 |
|
|
2025
Q1 | $3.6M | Sell |
13,376
-62
| -0.5% | -$16.7K | 0.35% | 69 |
|
|
2024
Q4 | $3.99M | Buy |
13,438
+2,303
| +21% | +$683K | 0.4% | 64 |
|
|
2024
Q3 | $3.02M | Buy |
11,135
+10,183
| +1,070% | +$2.76M | 0.4% | 63 |
|
|
2024
Q2 | $225K | Buy |
+952
| New | +$225K | 0.04% | 195 |
|
|
2023
Q3 | – | Sell |
-542
| Closed | -$94.4K | – | 227 |
|
|
2023
Q2 | $94.4K | Buy |
+542
| New | +$94.4K | 0.02% | 220 |
|
|
2023
Q1 | – | Sell |
-106
| Closed | -$15.7K | – | 201 |
|
|
2022
Q4 | $15.7K | Buy |
+106
| New | +$15.7K | ﹤0.01% | 343 |
|