Global Wealth Management Investment Advisory’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 | $3.99M | Sell |
12,506
-124
| -1% | -$39.6K | 0.75% | 49 |
|
|
2025
Q1 | $3.4M | Buy |
12,630
+900
| +8% | +$242K | 0.68% | 52 |
|
|
2024
Q4 | $3.48M | Buy |
11,730
+566
| +5% | +$168K | 0.72% | 47 |
|
|
2024
Q3 | $3.03M | Sell |
11,164
-2,819
| -20% | -$764K | 0.65% | 52 |
|
|
2024
Q2 | $3.24M | Buy |
13,983
+504
| +4% | +$117K | 0.75% | 46 |
|
|
2024
Q1 | $3.07M | Buy |
13,479
+1,892
| +16% | +$431K | 0.75% | 48 |
|
|
2023
Q4 | $2.17M | Buy |
11,587
+609
| +6% | +$114K | 0.56% | 57 |
|
|
2023
Q3 | $1.64M | Buy |
10,978
+729
| +7% | +$109K | 0.46% | 66 |
|
|
2023
Q2 | $1.79M | Buy |
10,249
+1,228
| +14% | +$214K | 0.49% | 63 |
|
|
2023
Q1 | $1.49M | Buy |
9,021
+273
| +3% | +$45K | 0.45% | 66 |
|
|
2022
Q4 | $1.29M | Buy |
8,748
+313
| +4% | +$46.2K | 0.42% | 69 |
|
|
2022
Q3 | $1.14M | Buy |
8,435
+5,180
| +159% | +$699K | 0.41% | 73 |
|
|
2022
Q2 | $451K | Buy |
3,255
+75
| +2% | +$10.4K | 0.15% | 101 |
|
|
2022
Q1 | $595K | Sell |
3,180
-100
| -3% | -$18.7K | 0.18% | 99 |
|
|
2021
Q4 | $537K | Hold |
3,280
| – | – | 0.16% | 101 |
|
|
2021
Q3 | $549K | Sell |
3,280
-100
| -3% | -$16.7K | 0.17% | 98 |
|
|
2021
Q2 | $558K | Sell |
3,380
-73
| -2% | -$12.1K | 0.19% | 96 |
|
|
2021
Q1 | $488K | Buy |
3,453
+130
| +4% | +$18.4K | 0.18% | 95 |
|
|
2020
Q4 | $402K | Sell |
3,323
-123
| -4% | -$14.9K | 0.16% | 96 |
|
|
2020
Q3 | $345K | Sell |
3,446
-233
| -6% | -$23.3K | 0.15% | 94 |
|
|
2020
Q2 | $350K | Buy |
3,679
+1
| +0% | +$95 | 0.15% | 91 |
|
|
2020
Q1 | $315K | Buy |
3,678
+175
| +5% | +$15K | 0.16% | 90 |
|
|
2019
Q4 | $436K | Sell |
3,503
-180
| -5% | -$22.4K | 0.18% | 84 |
|
|
2019
Q3 | $436K | Sell |
3,683
-120
| -3% | -$14.2K | 0.2% | 82 |
|
|
2019
Q2 | $469K | Sell |
3,803
-109
| -3% | -$13.4K | 0.23% | 80 |
|
|
2019
Q1 | $428K | Sell |
3,912
-366
| -9% | -$40K | 0.22% | 86 |
|
|
2018
Q4 | $408K | Buy |
+4,278
| New | +$408K | 0.24% | 92 |
|