Independent Solutions 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 | $415K | Sell |
1,301
-70
| -5% | -$22.3K | 0.08% | 132 |
|
|
2025
Q1 | $369K | Sell |
1,371
-20
| -1% | -$5.38K | 0.08% | 138 |
|
|
2024
Q4 | $413K | Sell |
1,391
-11
| -0.8% | -$3.27K | 0.09% | 125 |
|
|
2024
Q3 | $380K | Sell |
1,402
-24
| -2% | -$6.51K | 0.09% | 128 |
|
|
2024
Q2 | $330K | Sell |
1,426
-241
| -14% | -$55.8K | 0.08% | 138 |
|
|
2024
Q1 | $380K | Sell |
1,667
-27
| -2% | -$6.15K | 0.09% | 135 |
|
|
2023
Q4 | $317K | Buy |
1,694
+216
| +15% | +$40.5K | 0.08% | 138 |
|
|
2023
Q3 | $221K | Buy |
1,478
+205
| +16% | +$30.6K | 0.06% | 183 |
|
|
2023
Q2 | $222K | Hold |
1,273
| – | – | 0.06% | 203 |
|
|
2023
Q1 | $210K | Sell |
1,273
-317
| -20% | -$52.3K | 0.06% | 201 |
|
|
2022
Q4 | $235K | Hold |
1,590
| – | – | 0.07% | 193 |
|
|
2022
Q3 | $215K | Hold |
1,590
| – | – | 0.07% | 200 |
|
|
2022
Q2 | $220K | Hold |
1,590
| – | – | 0.07% | 199 |
|
|
2022
Q1 | $297K | Sell |
1,590
-30
| -2% | -$5.61K | 0.07% | 172 |
|
|
2021
Q4 | $265K | Hold |
1,620
| – | – | 0.06% | 191 |
|
|
2021
Q3 | $271K | Buy |
1,620
+18
| +1% | +$3.02K | 0.07% | 187 |
|
|
2021
Q2 | $265K | Buy |
+1,602
| New | +$265K | 0.06% | 185 |
|
|
2020
Q1 | – | Sell |
-1,655
| Closed | -$206K | – | 129 |
|
|
2019
Q4 | $206K | Buy |
+1,655
| New | +$206K | 0.09% | 154 |
|