Financial Perspectives’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 | $73.7K | Hold |
231
| – | – | 0.02% | 264 |
|
|
2025
Q1 | $62.1K | Hold |
231
| – | – | 0.02% | 270 |
|
|
2024
Q4 | $68.5K | Hold |
231
| – | – | 0.02% | 267 |
|
|
2024
Q3 | $62.5K | Buy |
231
+1
| +0.4% | +$271 | 0.02% | 262 |
|
|
2024
Q2 | $53.3K | Hold |
230
| – | – | 0.02% | 270 |
|
|
2024
Q1 | $52.4K | Sell |
230
-2
| -0.9% | -$455 | 0.02% | 274 |
|
|
2023
Q4 | $43.4K | Buy |
232
+3
| +1% | +$561 | 0.02% | 282 |
|
|
2023
Q3 | $34.2K | Hold |
229
| – | – | 0.02% | 295 |
|
|
2023
Q2 | $39.9K | Hold |
229
| – | – | 0.02% | 282 |
|
|
2023
Q1 | $37.7K | Buy |
229
+1
| +0.4% | +$165 | 0.02% | 285 |
|
|
2022
Q4 | $33.7K | Hold |
228
| – | – | 0.02% | 296 |
|
|
2022
Q3 | $30.8K | Hold |
228
| – | – | 0.02% | 289 |
|
|
2022
Q2 | $31.6K | Buy |
228
+1
| +0.4% | +$138 | 0.02% | 291 |
|
|
2022
Q1 | $42.5K | Hold |
227
| – | – | 0.02% | 266 |
|
|
2021
Q4 | $37.2K | Hold |
227
| – | – | 0.02% | 276 |
|
|
2021
Q3 | $38K | Hold |
227
| – | – | 0.02% | 270 |
|
|
2021
Q2 | $37.5K | Sell |
227
-31,825
| -99% | -$5.26M | 0.02% | 288 |
|
|
2021
Q1 | $227K | Buy |
32,052
+31,826
| +14,082% | +$225K | 0.01% | 386 |
|
|
2020
Q4 | $27.4K | Hold |
226
| – | – | 0.02% | 295 |
|
|
2020
Q3 | $22.6K | Hold |
226
| – | – | 0.01% | 276 |
|
|
2020
Q2 | $21.5K | Buy |
226
+1
| +0.4% | +$95 | 0.02% | 264 |
|
|
2020
Q1 | $19.3K | Hold |
225
| – | – | 0.02% | 247 |
|
|
2019
Q4 | $28K | Buy |
+225
| New | +$28K | 0.02% | 226 |
|