FSA 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 | $77.5K | Hold |
243
| – | – | 0.03% | 112 |
|
|
2025
Q1 | $65.4K | Hold |
243
| – | – | 0.03% | 124 |
|
|
2024
Q4 | $72.1K | Hold |
243
| – | – | 0.03% | 111 |
|
|
2024
Q3 | $65.9K | Buy |
+243
| New | +$65.9K | 0.03% | 129 |
|
|
2024
Q1 | $55.3K | Hold |
243
| – | – | 0.02% | 140 |
|
|
2023
Q4 | $46K | Buy |
+243
| New | +$46K | 0.02% | 147 |
|
|
2021
Q1 | – | Sell |
-235
| Closed | -$28K | – | 63 |
|
|
2020
Q4 | $28K | Buy |
+235
| New | +$28K | 0.01% | 172 |
|
|
2020
Q3 | – | Sell |
-235
| Closed | -$22K | – | 83 |
|
|
2020
Q2 | $22K | Hold |
235
| – | – | 0.02% | 184 |
|
|
2020
Q1 | $20K | Hold |
235
| – | – | 0.02% | 181 |
|
|
2019
Q4 | $29K | Buy |
+235
| New | +$29K | 0.02% | 177 |
|