GLOBALT Investments’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 | $2.14M | Sell |
6,710
-367
| -5% | -$117K | 0.08% | 116 |
|
|
2025
Q1 | $1.9M | Sell |
7,077
-126
| -2% | -$33.9K | 0.08% | 118 |
|
|
2024
Q4 | $2.14M | Buy |
7,203
+134
| +2% | +$39.8K | 0.08% | 119 |
|
|
2024
Q3 | $1.92M | Sell |
7,069
-582
| -8% | -$158K | 0.07% | 124 |
|
|
2024
Q2 | $1.77M | Sell |
7,651
-144
| -2% | -$33.3K | 0.07% | 125 |
|
|
2024
Q1 | $1.77M | Sell |
7,795
-282
| -3% | -$64.2K | 0.07% | 122 |
|
|
2023
Q4 | $1.51M | Buy |
+8,077
| New | +$1.51M | 0.06% | 125 |
|