Gen-Wealth Partners’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 | $1.57M | Buy |
4,927
+123
| +3% | +$39.2K | 0.61% | 41 |
|
|
2025
Q1 | $1.29M | Buy |
4,804
+287
| +6% | +$77.2K | 0.54% | 47 |
|
|
2024
Q4 | $1.34M | Sell |
4,517
-450
| -9% | -$134K | 0.58% | 39 |
|
|
2024
Q3 | $1.36M | Sell |
4,967
-294
| -6% | -$80.6K | 0.59% | 35 |
|
|
2024
Q2 | $1.22M | Sell |
5,261
-203
| -4% | -$47K | 0.59% | 38 |
|
|
2024
Q1 | $1.24M | Buy |
+5,464
| New | +$1.24M | 0.62% | 37 |
|