Highline Wealth 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 | $1.86M | Sell |
5,835
-14
| -0.2% | -$4.47K | 0.55% | 37 |
|
|
2025
Q1 | $1.57M | Buy |
5,849
+1
| +0% | +$269 | 0.53% | 41 |
|
|
2024
Q4 | $1.74M | Buy |
5,848
+25
| +0.4% | +$7.42K | 0.57% | 39 |
|
|
2024
Q3 | $1.58M | Buy |
5,823
+13
| +0.2% | +$3.53K | 0.53% | 43 |
|
|
2024
Q2 | $1.35M | Buy |
5,810
+5
| +0.1% | +$1.16K | 0.51% | 43 |
|
|
2024
Q1 | $1.32M | Buy |
5,805
+28
| +0.5% | +$6.38K | 0.54% | 43 |
|
|
2023
Q4 | $1.08M | Hold |
5,777
| – | – | 0.52% | 51 |
|
|
2023
Q3 | $862K | Hold |
5,777
| – | – | 0.53% | 47 |
|
|
2023
Q2 | $1.01M | Hold |
5,777
| – | – | 0.63% | 45 |
|
|
2023
Q1 | $953K | Buy |
5,777
+2
| +0% | +$330 | 0.65% | 44 |
|
|
2022
Q4 | $853K | Hold |
5,775
| – | – | 0.63% | 47 |
|
|
2022
Q3 | $779K | Buy |
+5,775
| New | +$779K | 0.63% | 42 |
|