IAG 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 | – | Sell |
-150
| Closed | -$40.4K | – | 496 |
|
|
2025
Q1 | $40.4K | Buy |
+150
| New | +$40.4K | 0.01% | 215 |
|
|
2022
Q4 | – | Sell |
-29
| Closed | -$4K | – | 442 |
|
|
2022
Q3 | $4K | Hold |
29
| – | – | ﹤0.01% | 351 |
|
|
2022
Q2 | $4K | Hold |
29
| – | – | ﹤0.01% | 345 |
|
|
2022
Q1 | $5K | Buy |
+29
| New | +$5K | ﹤0.01% | 353 |
|
|
2020
Q3 | – | Sell |
-35
| Closed | -$4K | – | 360 |
|
|
2020
Q2 | $4K | Hold |
35
| – | – | ﹤0.01% | 291 |
|
|
2020
Q1 | $3K | Hold |
35
| – | – | ﹤0.01% | 298 |
|
|
2019
Q4 | $5K | Buy |
+35
| New | +$5K | ﹤0.01% | 301 |
|