GeoWealth 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 | $1.32M | Sell |
4,144
-1,770
| -30% | -$565K | 0.05% | 208 |
|
|
2025
Q1 | $1.59M | Sell |
5,914
-1,535
| -21% | -$413K | 0.06% | 184 |
|
|
2024
Q4 | $2.21M | Buy |
7,449
+367
| +5% | +$109K | 0.07% | 176 |
|
|
2024
Q3 | $1.92M | Sell |
7,082
-658
| -9% | -$178K | 0.07% | 193 |
|
|
2024
Q2 | $1.79M | Buy |
7,740
+3,066
| +66% | +$710K | 0.08% | 174 |
|
|
2024
Q1 | $1.06M | Buy |
4,674
+3,432
| +276% | +$781K | 0.04% | 280 |
|
|
2023
Q4 | $233K | Buy |
1,242
+1,050
| +547% | +$197K | 0.02% | 468 |
|
|
2023
Q3 | $28K | Buy |
192
+40
| +26% | +$5.83K | ﹤0.01% | 419 |
|
|
2023
Q2 | $27K | Sell |
152
-2
| -1% | -$355 | ﹤0.01% | 355 |
|
|
2023
Q1 | $26K | Sell |
154
-11
| -7% | -$1.86K | ﹤0.01% | 306 |
|
|
2022
Q4 | $25K | Sell |
165
-19
| -10% | -$2.88K | ﹤0.01% | 308 |
|
|
2022
Q3 | $25K | Buy |
184
+26
| +16% | +$3.53K | ﹤0.01% | 303 |
|
|
2022
Q2 | $21K | Sell |
158
-53
| -25% | -$7.04K | ﹤0.01% | 299 |
|
|
2022
Q1 | $40K | Buy |
211
+20
| +10% | +$3.79K | ﹤0.01% | 344 |
|
|
2021
Q4 | $31K | Buy |
191
+57
| +43% | +$9.25K | ﹤0.01% | 329 |
|
|
2021
Q3 | $23K | Sell |
134
-126
| -48% | -$21.6K | ﹤0.01% | 361 |
|
|
2021
Q2 | $43K | Sell |
260
-25
| -9% | -$4.14K | 0.01% | 261 |
|
|
2021
Q1 | $40K | Buy |
285
+10
| +4% | +$1.4K | 0.01% | 194 |
|
|
2020
Q4 | $34K | Buy |
+275
| New | +$34K | 0.01% | 207 |
|
|
2019
Q4 | – | Sell |
-9,681
| Closed | -$1.15M | – | 105 |
|
|
2019
Q3 | $1.15M | Buy |
+9,681
| New | +$1.15M | 0.26% | 58 |
|