Golden State Wealth Management’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 | $1.21M | Sell |
3,779
-173
| -4% | -$55.2K | 0.15% | 122 |
|
|
2025
Q1 | $1.06M | Buy |
3,952
+29
| +0.7% | +$7.8K | 0.16% | 115 |
|
|
2024
Q4 | $1.16M | Buy |
+3,923
| New | +$1.16M | 0.17% | 100 |
|
|
2022
Q1 | $1.16M | Buy |
6,222
+765
| +14% | +$143K | 0.23% | 88 |
|
|
2021
Q4 | $893K | Buy |
5,457
+1,348
| +33% | +$221K | 0.15% | 137 |
|
|
2021
Q3 | $689K | Sell |
4,109
-5
| -0.1% | -$838 | 0.15% | 133 |
|
|
2021
Q2 | $680K | Buy |
4,114
+12
| +0.3% | +$1.98K | 0.15% | 130 |
|
|
2021
Q1 | $580K | Sell |
4,102
-439
| -10% | -$62.1K | 0.19% | 91 |
|
|
2020
Q4 | $549K | Buy |
4,541
+533
| +13% | +$64.4K | 0.16% | 116 |
|
|
2020
Q3 | $402K | Sell |
4,008
-1,179
| -23% | -$118K | 0.13% | 115 |
|
|
2020
Q2 | $494K | Buy |
5,187
+2,587
| +100% | +$246K | 0.16% | 102 |
|
|
2020
Q1 | $223K | Buy |
+2,600
| New | +$223K | 0.1% | 144 |
|
|
2019
Q4 | – | Sell |
-12,972
| Closed | -$1.53M | – | 121 |
|
|
2019
Q3 | $1.53M | Sell |
12,972
-865
| -6% | -$102K | 0.51% | 38 |
|
|
2019
Q2 | $1.71M | Buy |
13,837
+1,230
| +10% | +$152K | 0.54% | 38 |
|
|
2019
Q1 | $1.38M | Buy |
+12,607
| New | +$1.38M | 0.46% | 46 |
|