Flagship Private Wealth’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 | $576K | Buy |
1,806
+1
| +0.1% | +$319 | 0.24% | 55 |
|
|
2025
Q1 | $486K | Sell |
1,805
-301
| -14% | -$81K | 0.23% | 59 |
|
|
2024
Q4 | $625K | Hold |
2,106
| – | – | 0.3% | 55 |
|
|
2024
Q3 | $571K | Hold |
2,106
| – | – | 0.29% | 58 |
|
|
2024
Q2 | $488K | Buy |
2,106
+80
| +4% | +$18.5K | 0.29% | 57 |
|
|
2024
Q1 | $461K | Buy |
2,026
+301
| +17% | +$68.5K | 0.3% | 57 |
|
|
2023
Q4 | $323K | Hold |
1,725
| – | – | 0.25% | 64 |
|
|
2023
Q3 | $257K | Buy |
1,725
+71
| +4% | +$10.6K | 0.23% | 63 |
|
|
2023
Q2 | $288K | Hold |
1,654
| – | – | 0.24% | 64 |
|
|
2023
Q1 | $273K | Hold |
1,654
| – | – | 0.24% | 64 |
|
|
2022
Q4 | $244K | Hold |
1,654
| – | – | 0.23% | 62 |
|
|
2022
Q3 | $223K | Hold |
1,654
| – | – | 0.23% | 63 |
|
|
2022
Q2 | $229K | Hold |
1,654
| – | – | 0.22% | 64 |
|
|
2022
Q1 | $309K | Hold |
1,654
| – | – | 0.25% | 61 |
|
|
2021
Q4 | $271K | Hold |
1,654
| – | – | 0.2% | 67 |
|
|
2021
Q3 | $277K | Buy |
1,654
+1
| +0.1% | +$167 | 0.22% | 64 |
|
|
2021
Q2 | $283K | Hold |
1,653
| – | – | 0.22% | 64 |
|
|
2021
Q1 | $242K | Sell |
1,653
-1
| -0.1% | -$146 | 0.2% | 65 |
|
|
2020
Q4 | $189K | Buy |
+1,654
| New | +$189K | 0.18% | 66 |
|