Fountainhead AM’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 | $534K | Sell |
1,675
-40
| -2% | -$12.8K | 0.08% | 105 |
|
|
2025
Q1 | $461K | Buy |
1,715
+137
| +9% | +$36.9K | 0.08% | 98 |
|
|
2024
Q4 | $468K | Buy |
1,578
+182
| +13% | +$54K | 0.09% | 91 |
|
|
2024
Q3 | $379K | Buy |
1,396
+2
| +0.1% | +$543 | 0.08% | 85 |
|
|
2024
Q2 | $323K | Buy |
1,394
+29
| +2% | +$6.72K | 0.08% | 90 |
|
|
2024
Q1 | $311K | Buy |
1,365
+169
| +14% | +$38.5K | 0.08% | 92 |
|
|
2023
Q4 | $224K | Buy |
+1,196
| New | +$224K | 0.06% | 106 |
|