Great Lakes Retirement’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 | $3.57M | Buy |
11,189
+472
| +4% | +$151K | 0.42% | 49 |
|
|
2025
Q1 | $2.88M | Buy |
10,717
+195
| +2% | +$52.5K | 0.38% | 60 |
|
|
2024
Q4 | $3.12M | Sell |
10,522
-105
| -1% | -$31.2K | 0.4% | 51 |
|
|
2024
Q3 | $2.88M | Buy |
10,627
+178
| +2% | +$48.3K | 0.37% | 61 |
|
|
2024
Q2 | $2.42M | Buy |
10,449
+994
| +11% | +$230K | 0.33% | 64 |
|
|
2024
Q1 | $2.15M | Buy |
9,455
+109
| +1% | +$24.8K | 0.32% | 68 |
|
|
2023
Q4 | $1.75M | Buy |
9,346
+7,082
| +313% | +$1.33M | 0.29% | 73 |
|
|
2023
Q3 | $338K | Sell |
2,264
-47
| -2% | -$7.01K | 0.06% | 189 |
|
|
2023
Q2 | $403K | Sell |
2,311
-35
| -1% | -$6.1K | 0.07% | 182 |
|
|
2023
Q1 | $387K | Buy |
+2,346
| New | +$387K | 0.07% | 187 |
|