Founders Financial Securities’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 | $887K | Sell |
2,781
-24
| -0.9% | -$7.66K | 0.07% | 258 |
|
|
2025
Q1 | $743K | Buy |
2,805
+748
| +36% | +$198K | 0.06% | 263 |
|
|
2024
Q4 | $610K | Buy |
2,057
+28
| +1% | +$8.31K | 0.06% | 259 |
|
|
2024
Q3 | $550K | Sell |
2,029
-502
| -20% | -$136K | 0.05% | 254 |
|
|
2024
Q2 | $586K | Buy |
2,531
+1,056
| +72% | +$245K | 0.06% | 259 |
|
|
2024
Q1 | $336K | Sell |
1,475
-2,410
| -62% | -$549K | 0.04% | 308 |
|
|
2023
Q4 | $728K | Buy |
+3,885
| New | +$728K | 0.08% | 205 |
|
|
2023
Q2 | – | Sell |
-2,197
| Closed | -$362K | – | 324 |
|
|
2023
Q1 | $362K | Buy |
+2,197
| New | +$362K | 0.05% | 241 |
|