Founders Financial Alliance’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 | $919K | Buy |
2,880
+124
| +4% | +$39.6K | 0.21% | 105 |
|
|
2025
Q1 | $742K | Buy |
2,756
+87
| +3% | +$23.4K | 0.18% | 117 |
|
|
2024
Q4 | $792K | Buy |
2,669
+107
| +4% | +$31.8K | 0.22% | 100 |
|
|
2024
Q3 | $695K | Buy |
2,562
+61
| +2% | +$16.5K | 0.19% | 109 |
|
|
2024
Q2 | $579K | Sell |
2,501
-93
| -4% | -$21.5K | 0.17% | 118 |
|
|
2024
Q1 | $591K | Buy |
2,594
+150
| +6% | +$34.2K | 0.18% | 115 |
|
|
2023
Q4 | $458K | Buy |
2,444
+270
| +12% | +$50.6K | 0.18% | 113 |
|
|
2023
Q3 | $324K | Sell |
2,174
-212
| -9% | -$31.6K | 0.14% | 156 |
|
|
2023
Q2 | $416K | Buy |
+2,386
| New | +$416K | 0.16% | 136 |
|
|
2023
Q1 | – | Sell |
-1,868
| Closed | -$276K | – | 458 |
|
|
2022
Q4 | $276K | Hold |
1,868
| – | – | 0.13% | 174 |
|
|
2022
Q3 | $252K | Sell |
1,868
-525
| -22% | -$70.8K | 0.13% | 175 |
|
|
2022
Q2 | $332K | Buy |
2,393
+593
| +33% | +$82.3K | 0.17% | 140 |
|
|
2022
Q1 | $337K | Sell |
1,800
-14
| -0.8% | -$2.62K | 0.15% | 144 |
|
|
2021
Q4 | $297K | Hold |
1,814
| – | – | 0.12% | 182 |
|
|
2021
Q3 | $304K | Buy |
1,814
+7
| +0.4% | +$1.17K | 0.14% | 160 |
|
|
2021
Q2 | $298K | Buy |
1,807
+9
| +0.5% | +$1.48K | 0.14% | 172 |
|
|
2021
Q1 | $275K | Sell |
1,798
-196
| -10% | -$30K | 0.14% | 173 |
|
|
2020
Q4 | $242K | Buy |
1,994
+109
| +6% | +$13.2K | 0.14% | 164 |
|
|
2020
Q3 | $194K | Buy |
+1,885
| New | +$194K | 0.12% | 163 |
|