Financial Engines 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 | $598K | Buy |
1,874
+1,102
| +143% | +$352K | ﹤0.01% | 358 |
|
|
2025
Q1 | $208K | Buy |
772
+35
| +5% | +$9.43K | ﹤0.01% | 410 |
|
|
2024
Q4 | $219K | Buy |
+737
| New | +$219K | ﹤0.01% | 422 |
|
|
2024
Q2 | – | Sell |
-895
| Closed | -$204K | – | 352 |
|
|
2024
Q1 | $204K | Buy |
+895
| New | +$204K | ﹤0.01% | 327 |
|
|
2023
Q3 | – | Sell |
-1,400
| Closed | -$244K | – | 279 |
|
|
2023
Q2 | $244K | Buy |
+1,400
| New | +$244K | ﹤0.01% | 260 |
|
|
2018
Q1 | – | Sell |
-14
| Closed | -$1K | – | 139 |
|
|
2017
Q4 | $1K | Buy |
+14
| New | +$1K | ﹤0.01% | 168 |
|