Golden State Equity Partners’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 | $371K | Buy |
1,163
+100
| +9% | +$31.9K | 0.07% | 297 |
|
|
2025
Q1 | $286K | Sell |
1,063
-13
| -1% | -$3.5K | 0.06% | 347 |
|
|
2024
Q4 | $319K | Buy |
1,076
+680
| +172% | +$202K | 0.06% | 323 |
|
|
2024
Q3 | $107K | Sell |
396
-1,086
| -73% | -$295K | 0.06% | 270 |
|
|
2024
Q2 | $343K | Buy |
+1,482
| New | +$343K | 0.07% | 295 |
|
|
2023
Q4 | $409K | Buy |
2,182
+255
| +13% | +$47.8K | 0.1% | 219 |
|
|
2023
Q3 | $287K | Buy |
1,927
+154
| +9% | +$23K | 0.08% | 261 |
|
|
2023
Q2 | $309K | Buy |
1,773
+529
| +43% | +$92.2K | 0.09% | 264 |
|
|
2023
Q1 | $205K | Buy |
+1,244
| New | +$205K | 0.11% | 201 |
|