FOCUS Wealth Advisors’s American Express AXP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $3.03M | Buy |
8,952
+10
| +0.1% | +$3.2K | 1.4% | 22 |
|
|
2026
Q1 | $2.7M | Sell |
8,942
-330
| -4% | -$111K | 1.32% | 22 |
|
|
2025
Q4 | $3.43M | Buy |
9,272
+1
| +0% | +$358 | 1.6% | 20 |
|
|
2025
Q3 | $3.08M | Sell |
9,271
-30
| -0.3% | -$9.54K | 1.48% | 21 |
|
|
2025
Q2 | $2.97M | Buy |
9,301
+9
| +0.1% | +$2.53K | 1.54% | 21 |
|
|
2025
Q1 | $2.5M | Sell |
9,292
-594
| -6% | -$176K | 1.38% | 23 |
|
|
2024
Q4 | $2.93M | Sell |
9,886
-277
| -3% | -$79.6K | 1.56% | 18 |
|
|
2024
Q3 | $2.76M | Sell |
10,163
-232
| -2% | -$57.8K | 1.37% | 20 |
|
|
2024
Q2 | $2.41M | Buy |
10,395
+518
| +5% | +$120K | 1.24% | 20 |
|
|
2024
Q1 | $2.25M | Buy |
9,877
+305
| +3% | +$63.2K | 1.2% | 22 |
|
|
2023
Q4 | $1.79M | Sell |
9,572
-83
| -0.9% | -$13.4K | 1.13% | 24 |
|
|
2023
Q3 | $1.44M | Sell |
9,655
-35
| -0.4% | -$5.72K | 1% | 28 |
|
|
2023
Q2 | $1.69M | Sell |
9,690
-1,007
| -9% | -$162K | 1.14% | 21 |
|
|
2023
Q1 | $1.76M | Sell |
10,697
-112
| -1% | -$18.6K | 1.16% | 21 |
|
|
2022
Q4 | $1.6M | Sell |
10,809
-92
| -0.8% | -$13.6K | 1.1% | 26 |
|
|
2022
Q3 | $1.47M | Sell |
10,901
-18
| -0.2% | -$2.73K | 1.04% | 28 |
|
|
2022
Q2 | $1.51M | Buy |
10,919
+186
| +2% | +$30.7K | 1.04% | 25 |
|
|
2022
Q1 | $2.01M | Sell |
10,733
-132
| -1% | -$23.8K | 1.2% | 17 |
|
|
2021
Q4 | $1.78M | Buy |
10,865
+390
| +4% | +$66.5K | 1.06% | 25 |
|
|
2021
Q3 | $1.75M | Buy |
10,475
+170
| +2% | +$28.4K | 1.19% | 23 |
|
|
2021
Q2 | $1.7M | Sell |
10,305
-306
| -3% | -$47.9K | 1.19% | 21 |
|
|
2021
Q1 | $1.53M | Buy |
10,611
+148
| +1% | +$19.6K | 1.13% | 22 |
|
|
2020
Q4 | $1.26M | Buy |
+10,463
| New | +$1.16M | 0.98% | 24 |
|
Other funds holding AXP
CAM
MIHAS
DLA
RMA
CNB
EB
CF
P