Guardian Wealth Advisors (North Carolina)’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 | $889K | Sell |
2,786
-23
| -0.8% | -$7.34K | 0.06% | 149 |
|
|
2025
Q1 | $756K | Buy |
2,809
+14
| +0.5% | +$3.77K | 0.06% | 151 |
|
|
2024
Q4 | $830K | Buy |
2,795
+42
| +2% | +$12.5K | 0.07% | 148 |
|
|
2024
Q3 | $747K | Buy |
2,753
+5
| +0.2% | +$1.36K | 0.08% | 128 |
|
|
2024
Q2 | $636K | Sell |
2,748
-3
| -0.1% | -$695 | 0.07% | 131 |
|
|
2024
Q1 | $626K | Buy |
2,751
+77
| +3% | +$17.5K | 0.08% | 134 |
|
|
2023
Q4 | $501K | Sell |
2,674
-952
| -26% | -$178K | 0.08% | 135 |
|
|
2023
Q3 | $541K | Buy |
3,626
+513
| +16% | +$76.5K | 0.09% | 116 |
|
|
2023
Q2 | $542K | Buy |
3,113
+109
| +4% | +$19K | 0.09% | 112 |
|
|
2023
Q1 | $496K | Buy |
3,004
+659
| +28% | +$109K | 0.09% | 117 |
|
|
2022
Q4 | $346K | Hold |
2,345
| – | – | 0.07% | 139 |
|
|
2022
Q3 | $316K | Buy |
2,345
+122
| +5% | +$16.4K | 0.06% | 141 |
|
|
2022
Q2 | $309K | Buy |
+2,223
| New | +$309K | 0.06% | 144 |
|