Gitterman 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 | $370K | Hold |
1,161
| – | – | 0.09% | 61 |
|
|
2025
Q1 | $312K | Sell |
1,161
-525
| -31% | -$141K | 0.08% | 74 |
|
|
2024
Q4 | $500K | Hold |
1,686
| – | – | 0.21% | 38 |
|
|
2024
Q3 | $457K | Hold |
1,686
| – | – | 0.19% | 34 |
|
|
2024
Q2 | $390K | Hold |
1,686
| – | – | 0.15% | 37 |
|
|
2024
Q1 | $384K | Sell |
1,686
-1,335
| -44% | -$304K | 0.15% | 39 |
|
|
2023
Q4 | $566K | Sell |
3,021
-649
| -18% | -$122K | 0.25% | 19 |
|
|
2023
Q3 | $548K | Hold |
3,670
| – | – | 0.26% | 19 |
|
|
2023
Q2 | $639K | Hold |
3,670
| – | – | 0.3% | 17 |
|
|
2023
Q1 | $605K | Hold |
3,670
| – | – | 0.29% | 18 |
|
|
2022
Q4 | $542K | Sell |
3,670
-22
| -0.6% | -$3.25K | 0.27% | 18 |
|
|
2022
Q3 | $498K | Buy |
3,692
+44
| +1% | +$5.94K | 0.51% | 19 |
|
|
2022
Q2 | $506K | Hold |
3,648
| – | – | 0.47% | 24 |
|
|
2022
Q1 | $682K | Buy |
3,648
+174
| +5% | +$32.5K | 0.55% | 21 |
|
|
2021
Q4 | $568K | Hold |
3,474
| – | – | 0.42% | 31 |
|
|
2021
Q3 | $582K | Hold |
3,474
| – | – | 0.47% | 25 |
|
|
2021
Q2 | $574K | Hold |
3,474
| – | – | 0.46% | 23 |
|
|
2021
Q1 | $491K | Buy |
+3,474
| New | +$491K | 0.32% | 28 |
|