GoalVest 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 | $48.8K | Sell |
153
-7
| -4% | -$2.23K | 0.01% | 210 |
|
|
2025
Q1 | $43K | Sell |
160
-2
| -1% | -$538 | 0.01% | 193 |
|
|
2024
Q4 | $48.1K | Sell |
162
-164
| -50% | -$48.7K | 0.01% | 189 |
|
|
2024
Q3 | $88.4K | Hold |
326
| – | – | 0.03% | 150 |
|
|
2024
Q2 | $75.5K | Hold |
326
| – | – | 0.02% | 152 |
|
|
2024
Q1 | $74.2K | Buy |
326
+102
| +46% | +$23.2K | 0.02% | 172 |
|
|
2023
Q4 | $42K | Sell |
224
-66
| -23% | -$12.4K | 0.02% | 149 |
|
|
2023
Q3 | $43.3K | Buy |
290
+65
| +29% | +$9.7K | 0.02% | 152 |
|
|
2023
Q2 | $39.2K | Hold |
225
| – | – | 0.02% | 156 |
|
|
2023
Q1 | $37.1K | Buy |
225
+12
| +6% | +$1.98K | 0.02% | 126 |
|
|
2022
Q4 | $31.5K | Hold |
213
| – | – | 0.02% | 133 |
|
|
2022
Q3 | $29K | Sell |
213
-4,063
| -95% | -$553K | 0.02% | 135 |
|
|
2022
Q2 | $597K | Sell |
4,276
-77
| -2% | -$10.8K | 0.38% | 81 |
|
|
2022
Q1 | $814K | Buy |
+4,353
| New | +$814K | 0.46% | 63 |
|
|
2021
Q2 | $814K | Buy |
4,928
+878
| +22% | +$145K | 0.51% | 54 |
|
|
2021
Q1 | $573K | Buy |
4,050
+106
| +3% | +$15K | 0.43% | 79 |
|
|
2020
Q4 | $477K | Buy |
+3,944
| New | +$477K | 0.4% | 74 |
|