Flagship Private Wealth’s American Express AXP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $600K | Hold |
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|
2025
Q2 | $576K | Buy |
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|
2025
Q1 | $486K | Sell |
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|
2024
Q4 | $625K | Hold |
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|
2024
Q3 | $571K | Hold |
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|
2024
Q2 | $488K | Buy |
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|
2024
Q1 | $461K | Buy |
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|
2023
Q4 | $323K | Hold |
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|
2023
Q3 | $257K | Buy |
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|
2023
Q2 | $288K | Hold |
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|
2023
Q1 | $273K | Hold |
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|
2022
Q4 | $244K | Hold |
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|
2022
Q3 | $223K | Hold |
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|
2022
Q2 | $229K | Hold |
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|
2022
Q1 | $309K | Hold |
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|
2021
Q4 | $271K | Hold |
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|
2021
Q3 | $277K | Buy |
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|
2021
Q2 | $283K | Hold |
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|
2021
Q1 | $242K | Sell |
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|
2020
Q4 | $189K | Buy |
|