Goepper Burkhardt’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 | $271K | Hold |
850
| – | – | 0.1% | 82 |
|
|
2025
Q1 | $229K | Hold |
850
| – | – | 0.09% | 90 |
|
|
2024
Q4 | $252K | Hold |
850
| – | – | 0.1% | 74 |
|
|
2024
Q3 | $231K | Buy |
+850
| New | +$231K | 0.1% | 76 |
|
|
2024
Q2 | – | Sell |
-850
| Closed | -$206K | – | 80 |
|
|
2024
Q1 | $206K | Buy |
+850
| New | +$206K | 0.1% | 78 |
|