FPAS
Focus Partners Advisor Solutions’s American Express AXP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.45M | Sell |
4,554
-4,034
| -47% | -$1.28M | 0.02% | 344 |
|
|
2025
Q1 | $2.31M | Buy |
8,588
+828
| +11% | +$223K | 0.04% | 236 |
|
|
2024
Q4 | $2.3M | Buy |
7,760
+1,208
| +18% | +$359K | 0.04% | 209 |
|
|
2024
Q3 | $1.78M | Buy |
6,552
+179
| +3% | +$48.5K | 0.04% | 210 |
|
|
2024
Q2 | $1.48M | Buy |
6,373
+716
| +13% | +$166K | 0.04% | 196 |
|
|
2024
Q1 | $1.29M | Buy |
5,657
+3,546
| +168% | +$807K | 0.04% | 207 |
|
|
2023
Q4 | $395K | Sell |
2,111
-339
| -14% | -$63.5K | 0.02% | 286 |
|
|
2023
Q3 | $366K | Buy |
+2,450
| New | +$366K | 0.02% | 314 |
|
|
2022
Q4 | – | Sell |
-3,113
| Closed | -$420K | – | 349 |
|
|
2022
Q3 | $420K | Buy |
3,113
+1,314
| +73% | +$177K | 0.02% | 245 |
|
|
2022
Q2 | $249K | Buy |
1,799
+66
| +4% | +$9.14K | 0.02% | 286 |
|
|
2022
Q1 | $322K | Buy |
+1,733
| New | +$322K | 0.03% | 229 |
|