FWL Investment 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 | $107K | Buy |
334
+34
| +11% | +$10.8K | 0.03% | 112 |
|
|
2025
Q1 | $80.7K | Hold |
300
| – | – | 0.03% | 123 |
|
|
2024
Q4 | $89K | Hold |
300
| – | – | 0.03% | 119 |
|
|
2024
Q3 | $81.4K | Hold |
300
| – | – | 0.03% | 103 |
|
|
2024
Q2 | $69.5K | Hold |
300
| – | – | 0.04% | 82 |
|
|
2024
Q1 | $68.3K | Hold |
300
| – | – | 0.04% | 83 |
|
|
2023
Q4 | $56.2K | Hold |
300
| – | – | 0.03% | 88 |
|
|
2023
Q3 | $44.8K | Buy |
+300
| New | +$44.8K | 0.03% | 97 |
|