Financial 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 | $459K | Hold |
1,440
| – | – | 0.09% | 50 |
|
|
2025
Q1 | $387K | Hold |
1,440
| – | – | 0.08% | 51 |
|
|
2024
Q4 | $427K | Hold |
1,440
| – | – | 0.08% | 48 |
|
|
2024
Q3 | $391K | Hold |
1,440
| – | – | 0.07% | 52 |
|
|
2024
Q2 | $333K | Hold |
1,440
| – | – | 0.07% | 56 |
|
|
2024
Q1 | $328K | Hold |
1,440
| – | – | 0.07% | 56 |
|
|
2023
Q4 | $270K | Hold |
1,440
| – | – | 0.06% | 60 |
|
|
2023
Q3 | $215K | Sell |
1,440
-500
| -26% | -$74.6K | 0.05% | 68 |
|
|
2023
Q2 | $338K | Hold |
1,940
| – | – | 0.08% | 52 |
|
|
2023
Q1 | $320K | Hold |
1,940
| – | – | 0.08% | 54 |
|
|
2022
Q4 | $287K | Sell |
1,940
-300
| -13% | -$44.3K | 0.08% | 55 |
|
|
2022
Q3 | $306K | Hold |
2,240
| – | – | 0.11% | 53 |
|
|
2022
Q2 | $311K | Hold |
2,240
| – | – | 0.11% | 53 |
|
|
2022
Q1 | $419K | Hold |
2,240
| – | – | 0.13% | 50 |
|
|
2021
Q4 | $366K | Hold |
2,240
| – | – | 0.11% | 57 |
|
|
2021
Q3 | $375K | Hold |
2,240
| – | – | 0.13% | 53 |
|
|
2021
Q2 | $370K | Hold |
2,240
| – | – | 0.13% | 56 |
|
|
2021
Q1 | $317K | Hold |
2,240
| – | – | 0.13% | 60 |
|
|
2020
Q4 | $271K | Buy |
+2,240
| New | +$271K | 0.12% | 63 |
|
|
2020
Q1 | – | Sell |
-1,804
| Closed | -$225K | – | 61 |
|
|
2019
Q4 | $225K | Hold |
1,804
| – | – | 0.13% | 59 |
|
|
2019
Q3 | $213K | Hold |
1,804
| – | – | 0.13% | 58 |
|
|
2019
Q2 | $223K | Buy |
+1,804
| New | +$223K | 0.14% | 58 |
|