Herold Advisors’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 | $851K | Sell |
2,668
-301
| -10% | -$96K | 0.18% | 126 |
|
|
2025
Q1 | $799K | Buy |
2,969
+997
| +51% | +$268K | 0.18% | 136 |
|
|
2024
Q4 | $586K | Buy |
1,972
+119
| +6% | +$35.3K | 0.13% | 172 |
|
|
2024
Q3 | $503K | Sell |
1,853
-299
| -14% | -$81.1K | 0.11% | 188 |
|
|
2024
Q2 | $499K | Sell |
2,152
-100
| -4% | -$23.2K | 0.12% | 180 |
|
|
2024
Q1 | $513K | Hold |
2,252
| – | – | 0.12% | 176 |
|
|
2023
Q4 | $422K | Hold |
2,252
| – | – | 0.12% | 177 |
|
|
2023
Q3 | $336K | Sell |
2,252
-599
| -21% | -$89.4K | 0.1% | 192 |
|
|
2023
Q2 | $497K | Sell |
2,851
-350
| -11% | -$61K | 0.15% | 153 |
|
|
2023
Q1 | $528K | Buy |
3,201
+100
| +3% | +$16.5K | 0.18% | 133 |
|
|
2022
Q4 | $458K | Buy |
3,101
+1
| +0% | +$148 | 0.19% | 123 |
|
|
2022
Q3 | $418K | Hold |
3,100
| – | – | 0.2% | 117 |
|
|
2022
Q2 | $429K | Buy |
3,100
+100
| +3% | +$13.8K | 0.19% | 127 |
|
|
2022
Q1 | $561K | Hold |
3,000
| – | – | 0.2% | 120 |
|
|
2021
Q4 | $490K | Hold |
3,000
| – | – | 0.19% | 127 |
|
|
2021
Q3 | $502K | Buy |
+3,000
| New | +$502K | 0.2% | 128 |
|