Inlet Private Wealth’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 | $3.12M | Hold |
9,795
| – | – | 0.77% | 43 |
|
|
2025
Q1 | $2.64M | Hold |
9,795
| – | – | 0.69% | 49 |
|
|
2024
Q4 | $2.91M | Buy |
9,795
+44
| +0.5% | +$13.1K | 0.77% | 45 |
|
|
2024
Q3 | $2.64M | Hold |
9,751
| – | – | 0.67% | 50 |
|
|
2024
Q2 | $2.26M | Buy |
9,751
+96
| +1% | +$22.2K | 0.62% | 53 |
|
|
2024
Q1 | $2.2M | Hold |
9,655
| – | – | 0.61% | 53 |
|
|
2023
Q4 | $1.81M | Hold |
9,655
| – | – | 0.55% | 60 |
|
|
2023
Q3 | $1.44M | Sell |
9,655
-730
| -7% | -$109K | 0.47% | 63 |
|
|
2023
Q2 | $1.81M | Hold |
10,385
| – | – | 0.46% | 64 |
|
|
2023
Q1 | $1.71M | Hold |
10,385
| – | – | 0.45% | 62 |
|
|
2022
Q4 | $1.53M | Sell |
10,385
-237
| -2% | -$35K | 0.39% | 66 |
|
|
2022
Q3 | $1.43M | Buy |
10,622
+8
| +0.1% | +$1.08K | 0.43% | 68 |
|
|
2022
Q2 | $1.47M | Buy |
10,614
+203
| +2% | +$28.1K | 0.42% | 65 |
|
|
2022
Q1 | $1.95M | Buy |
10,411
+2
| +0% | +$374 | 0.49% | 62 |
|
|
2021
Q4 | $1.7M | Buy |
10,409
+3
| +0% | +$491 | 0.41% | 66 |
|
|
2021
Q3 | $1.74M | Hold |
10,406
| – | – | 0.47% | 66 |
|
|
2021
Q2 | $1.72M | Buy |
10,406
+3
| +0% | +$496 | 0.45% | 67 |
|
|
2021
Q1 | $1.47M | Buy |
10,403
+3
| +0% | +$424 | 0.42% | 67 |
|
|
2020
Q4 | $1.26M | Hold |
10,400
| – | – | 0.41% | 67 |
|
|
2020
Q3 | $1.04M | Hold |
10,400
| – | – | 0.41% | 66 |
|
|
2020
Q2 | $990K | Hold |
10,400
| – | – | 0.4% | 66 |
|
|
2020
Q1 | $890K | Hold |
10,400
| – | – | 0.41% | 66 |
|
|
2019
Q4 | $1.3M | Hold |
10,400
| – | – | 0.43% | 64 |
|
|
2019
Q3 | $1.23M | Hold |
10,400
| – | – | 0.46% | 63 |
|
|
2019
Q2 | $1.33M | Hold |
10,400
| – | – | 0.48% | 63 |
|
|
2019
Q1 | $1.14M | Buy |
10,400
+7,000
| +206% | +$765K | 0.46% | 64 |
|
|
2018
Q4 | $324K | Buy |
+3,400
| New | +$324K | 0.17% | 99 |
|