Horizon 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 | $682K | Buy |
2,137
+19
| +0.9% | +$6.06K | 0.12% | 47 |
|
|
2025
Q1 | $570K | Buy |
2,118
+44
| +2% | +$11.8K | 0.1% | 49 |
|
|
2024
Q4 | $616K | Buy |
2,074
+1
| +0% | +$297 | 0.11% | 44 |
|
|
2024
Q3 | $562K | Buy |
2,073
+2
| +0.1% | +$542 | 0.11% | 42 |
|
|
2024
Q2 | $479K | Sell |
2,071
-175
| -8% | -$40.5K | 0.11% | 40 |
|
|
2024
Q1 | $511K | Buy |
2,246
+57
| +3% | +$13K | 0.13% | 42 |
|
|
2023
Q4 | $410K | Sell |
2,189
-219
| -9% | -$41K | 0.11% | 43 |
|
|
2023
Q3 | $359K | Buy |
2,408
+4
| +0.2% | +$597 | 0.14% | 45 |
|
|
2023
Q2 | $419K | Buy |
2,404
+3
| +0.1% | +$523 | 0.17% | 41 |
|
|
2023
Q1 | $396K | Sell |
2,401
-950
| -28% | -$157K | 0.3% | 38 |
|
|
2022
Q4 | $495K | Buy |
3,351
+32
| +1% | +$4.73K | 0.4% | 30 |
|
|
2022
Q3 | $448K | Sell |
3,319
-109
| -3% | -$14.7K | 0.33% | 32 |
|
|
2022
Q2 | $475K | Sell |
3,428
-53
| -2% | -$7.34K | 0.2% | 52 |
|
|
2022
Q1 | $651K | Sell |
3,481
-3,971
| -53% | -$743K | 0.2% | 47 |
|
|
2021
Q4 | $1.22M | Buy |
+7,452
| New | +$1.22M | 0.36% | 36 |
|