Howard Financial Services’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 | $431K | Buy |
1,352
+161
| +14% | +$51.3K | 0.06% | 116 |
|
|
2025
Q1 | $320K | Sell |
1,191
-316
| -21% | -$85K | 0.04% | 135 |
|
|
2024
Q4 | $447K | Buy |
1,507
+416
| +38% | +$123K | 0.06% | 109 |
|
|
2024
Q3 | $296K | Sell |
1,091
-9
| -0.8% | -$2.44K | 0.04% | 125 |
|
|
2024
Q2 | $255K | Buy |
1,100
+15
| +1% | +$3.47K | 0.04% | 131 |
|
|
2024
Q1 | $247K | Buy |
+1,085
| New | +$247K | 0.04% | 134 |
|