Forza Wealth 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 | $452K | Hold |
1,416
| – | – | 0.19% | 124 |
|
|
2025
Q1 | $381K | Hold |
1,416
| – | – | 0.17% | 133 |
|
|
2024
Q4 | $420K | Sell |
1,416
-150
| -10% | -$44.5K | 0.19% | 118 |
|
|
2024
Q3 | $425K | Sell |
1,566
-42
| -3% | -$11.4K | 0.19% | 133 |
|
|
2024
Q2 | $372K | Hold |
1,608
| – | – | 0.19% | 133 |
|
|
2024
Q1 | $366K | Sell |
1,608
-70
| -4% | -$15.9K | 0.19% | 133 |
|
|
2023
Q4 | $314K | Sell |
1,678
-200
| -11% | -$37.5K | 0.17% | 138 |
|
|
2023
Q3 | $280K | Hold |
1,878
| – | – | 0.14% | 154 |
|
|
2023
Q2 | $327K | Hold |
1,878
| – | – | 0.16% | 149 |
|
|
2023
Q1 | $310K | Hold |
1,878
| – | – | 0.16% | 145 |
|
|
2022
Q4 | $277K | Buy |
+1,878
| New | +$277K | 0.18% | 118 |
|