Fortune Financial Advisors’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 | $891K | Sell |
2,795
-33
| -1% | -$10.5K | 0.72% | 44 |
|
|
2025
Q1 | $761K | Buy |
2,828
+259
| +10% | +$69.7K | 0.66% | 47 |
|
|
2024
Q4 | $763K | Sell |
2,569
-46
| -2% | -$13.7K | 0.69% | 45 |
|
|
2024
Q3 | $709K | Sell |
2,615
-141
| -5% | -$38.2K | 0.64% | 47 |
|
|
2024
Q2 | $638K | Sell |
2,756
-26
| -0.9% | -$6.02K | 0.39% | 74 |
|
|
2024
Q1 | $634K | Sell |
2,782
-60
| -2% | -$13.7K | 0.4% | 71 |
|
|
2023
Q4 | $532K | Sell |
2,842
-2
| -0.1% | -$375 | 0.37% | 70 |
|
|
2023
Q3 | $424K | Buy |
2,844
+8
| +0.3% | +$1.19K | 0.32% | 80 |
|
|
2023
Q2 | $494K | Buy |
+2,836
| New | +$494K | 0.37% | 71 |
|