Focus Partners 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 | $62.5M | Buy |
195,793
+13,459
| +7% | +$4.29M | 0.14% | 152 |
|
|
2025
Q1 | $49.1M | Sell |
182,334
-15,996
| -8% | -$4.3M | 0.12% | 166 |
|
|
2024
Q4 | $58.9M | Buy |
198,330
+42,468
| +27% | +$12.6M | 0.15% | 132 |
|
|
2024
Q3 | $42.2M | Sell |
155,862
-1,543
| -1% | -$418K | 0.13% | 164 |
|
|
2024
Q2 | $36.4M | Sell |
157,405
-362
| -0.2% | -$83.8K | 0.12% | 166 |
|
|
2024
Q1 | $35.9M | Buy |
157,767
+34,861
| +28% | +$7.94M | 0.29% | 87 |
|
|
2023
Q4 | $23M | Buy |
+122,906
| New | +$23M | 0.3% | 93 |
|