Icon Wealth 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 | $2.71M | Sell |
8,481
-1,881
| -18% | -$600K | 0.19% | 87 |
|
|
2025
Q1 | $2.79M | Sell |
10,362
-184
| -2% | -$49.5K | 0.23% | 82 |
|
|
2024
Q4 | $3.13M | Hold |
10,546
| – | – | 0.26% | 74 |
|
|
2024
Q3 | $2.86M | Sell |
10,546
-118
| -1% | -$32K | 0.24% | 73 |
|
|
2024
Q2 | $2.7M | Buy |
10,664
+2,241
| +27% | +$567K | 0.24% | 74 |
|
|
2024
Q1 | $1.92M | Buy |
8,423
+5,748
| +215% | +$1.31M | 0.18% | 100 |
|
|
2023
Q4 | $501K | Buy |
+2,675
| New | +$501K | 0.05% | 194 |
|
|
2022
Q4 | $985K | Sell |
6,669
-20
| -0.3% | -$2.96K | 0.11% | 133 |
|
|
2022
Q3 | $902K | Buy |
+6,689
| New | +$902K | 0.11% | 140 |
|