Forum Financial Management’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 | $2.53M | Buy |
7,944
+1,296
| +19% | +$413K | 0.04% | 102 |
|
|
2025
Q1 | $1.79M | Buy |
+6,648
| New | +$1.79M | 0.03% | 129 |
|
|
2024
Q4 | – | Sell |
-6,591
| Closed | -$1.79M | – | 923 |
|
|
2024
Q3 | $1.79M | Buy |
6,591
+1
| +0% | +$271 | 0.03% | 116 |
|
|
2024
Q2 | $1.53M | Sell |
6,590
-362
| -5% | -$83.8K | 0.03% | 129 |
|
|
2024
Q1 | $1.58M | Hold |
6,952
| – | – | 0.03% | 145 |
|
|
2023
Q4 | $1.3M | Sell |
6,952
-227
| -3% | -$42.5K | 0.02% | 133 |
|
|
2023
Q3 | $1.07M | Buy |
7,179
+1,201
| +20% | +$179K | 0.02% | 148 |
|
|
2023
Q2 | $1.04M | Buy |
5,978
+483
| +9% | +$84.1K | 0.02% | 155 |
|
|
2023
Q1 | $906K | Sell |
5,495
-93
| -2% | -$15.3K | 0.03% | 153 |
|
|
2022
Q4 | $826K | Buy |
5,588
+103
| +2% | +$15.2K | 0.03% | 166 |
|
|
2022
Q3 | $740K | Buy |
5,485
+70
| +1% | +$9.44K | 0.04% | 150 |
|
|
2022
Q2 | $751K | Buy |
5,415
+300
| +6% | +$41.6K | 0.04% | 150 |
|
|
2022
Q1 | $956K | Sell |
5,115
-235
| -4% | -$43.9K | 0.05% | 130 |
|
|
2021
Q4 | $875K | Buy |
+5,350
| New | +$875K | 0.05% | 145 |
|