Fragasso Financial Advisors’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 | $506K | Buy |
1,585
+101
| +7% | +$32.2K | 0.03% | 183 |
|
|
2025
Q1 | $399K | Buy |
1,484
+28
| +2% | +$7.54K | 0.03% | 193 |
|
|
2024
Q4 | $432K | Buy |
1,456
+63
| +5% | +$18.7K | 0.03% | 177 |
|
|
2024
Q3 | $378K | Buy |
1,393
+64
| +5% | +$17.4K | 0.03% | 186 |
|
|
2024
Q2 | $308K | Sell |
1,329
-611
| -31% | -$141K | 0.03% | 202 |
|
|
2024
Q1 | $442K | Buy |
1,940
+716
| +58% | +$163K | 0.04% | 173 |
|
|
2023
Q4 | $229K | Buy |
+1,224
| New | +$229K | 0.02% | 234 |
|