Independent Family Office’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 | $616K | Hold |
1,932
| – | – | 0.29% | 46 |
|
|
2025
Q1 | $520K | Hold |
1,932
| – | – | 0.27% | 46 |
|
|
2024
Q4 | $573K | Hold |
1,932
| – | – | 0.3% | 45 |
|
|
2024
Q3 | $524K | Hold |
1,932
| – | – | 0.26% | 45 |
|
|
2024
Q2 | $447K | Hold |
1,932
| – | – | 0.26% | 46 |
|
|
2024
Q1 | $440K | Hold |
1,932
| – | – | 0.24% | 53 |
|
|
2023
Q4 | $362K | Hold |
1,932
| – | – | 0.2% | 51 |
|
|
2023
Q3 | $288K | Hold |
1,932
| – | – | 0.18% | 57 |
|
|
2023
Q2 | $337K | Hold |
1,932
| – | – | 0.2% | 51 |
|
|
2023
Q1 | $319K | Hold |
1,932
| – | – | 0.18% | 55 |
|
|
2022
Q4 | $285K | Hold |
1,932
| – | – | 0.17% | 59 |
|
|
2022
Q3 | $261K | Hold |
1,932
| – | – | 0.13% | 59 |
|
|
2022
Q2 | $268 | Hold |
1,932
| – | – | 0.13% | 57 |
|
|
2022
Q1 | $361K | Hold |
1,932
| – | – | 0.12% | 51 |
|
|
2021
Q4 | $316K | Hold |
1,932
| – | – | 0.12% | 46 |
|
|
2021
Q3 | $324K | Hold |
1,932
| – | – | 0.13% | 37 |
|
|
2021
Q2 | $319K | Hold |
1,932
| – | – | 0.12% | 42 |
|
|
2021
Q1 | $273K | Hold |
1,932
| – | – | 0.11% | 54 |
|
|
2020
Q4 | $234K | Buy |
+1,932
| New | +$234K | 0.1% | 58 |
|
|
2020
Q1 | – | Sell |
-1,932
| Closed | -$241K | – | 56 |
|
|
2019
Q4 | $241K | Buy |
+1,932
| New | +$241K | 0.15% | 45 |
|