Fiduciary Family Office’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 | $2.72M | Sell |
8,526
-139
| -2% | -$44.3K | 0.89% | 17 |
|
|
2025
Q1 | $2.33M | Buy |
+8,665
| New | +$2.33M | 0.78% | 22 |
|
|
2024
Q4 | – | Sell |
-8,340
| Closed | -$2.26M | – | 77 |
|
|
2024
Q3 | $2.26M | Sell |
8,340
-214
| -3% | -$58K | 0.75% | 21 |
|
|
2024
Q2 | $1.98M | Sell |
8,554
-292
| -3% | -$67.6K | 0.78% | 25 |
|
|
2024
Q1 | $2.01M | Buy |
8,846
+1,133
| +15% | +$258K | 0.79% | 25 |
|
|
2023
Q4 | $1.44M | Buy |
+7,713
| New | +$1.44M | 0.63% | 29 |
|