Integrated Wealth Concepts’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 | $6.41M | Buy |
20,082
+657
| +3% | +$210K | 0.06% | 285 |
|
|
2025
Q1 | $5.23M | Buy |
19,425
+1,157
| +6% | +$311K | 0.06% | 303 |
|
|
2024
Q4 | $5.42M | Buy |
18,268
+371
| +2% | +$110K | 0.06% | 279 |
|
|
2024
Q3 | $4.85M | Buy |
17,897
+39
| +0.2% | +$10.6K | 0.06% | 292 |
|
|
2024
Q2 | $4.14M | Buy |
17,858
+739
| +4% | +$171K | 0.06% | 305 |
|
|
2024
Q1 | $3.9M | Buy |
17,119
+834
| +5% | +$190K | 0.06% | 317 |
|
|
2023
Q4 | $3.05M | Sell |
16,285
-1,986
| -11% | -$372K | 0.05% | 345 |
|
|
2023
Q3 | $2.73M | Sell |
18,271
-692
| -4% | -$103K | 0.05% | 350 |
|
|
2023
Q2 | $3.3M | Buy |
18,963
+929
| +5% | +$162K | 0.06% | 311 |
|
|
2023
Q1 | $2.98M | Buy |
18,034
+1,104
| +7% | +$182K | 0.06% | 288 |
|
|
2022
Q4 | $2.5M | Buy |
16,930
+609
| +4% | +$90K | 0.07% | 271 |
|
|
2022
Q3 | $2.2M | Sell |
16,321
-1,552
| -9% | -$209K | 0.07% | 260 |
|
|
2022
Q2 | $2.48M | Buy |
17,873
+5,120
| +40% | +$710K | 0.08% | 236 |
|
|
2022
Q1 | $2.39M | Sell |
12,753
-2,465
| -16% | -$461K | 0.07% | 222 |
|
|
2021
Q4 | $2.49M | Buy |
15,218
+2,900
| +24% | +$475K | 0.07% | 218 |
|
|
2021
Q3 | $2.06M | Buy |
12,318
+4,862
| +65% | +$815K | 0.07% | 242 |
|
|
2021
Q2 | $1.23M | Buy |
7,456
+233
| +3% | +$38.5K | 0.04% | 303 |
|
|
2021
Q1 | $1.02M | Buy |
7,223
+1,552
| +27% | +$220K | 0.04% | 292 |
|
|
2020
Q4 | $686K | Sell |
5,671
-86
| -1% | -$10.4K | 0.03% | 333 |
|
|
2020
Q3 | $577K | Buy |
5,757
+975
| +20% | +$97.7K | 0.04% | 313 |
|
|
2020
Q2 | $455K | Sell |
4,782
-689
| -13% | -$65.6K | 0.03% | 309 |
|
|
2020
Q1 | $468K | Buy |
5,471
+3,523
| +181% | +$301K | 0.04% | 232 |
|
|
2019
Q4 | $242K | Buy |
1,948
+140
| +8% | +$17.4K | 0.02% | 412 |
|
|
2019
Q3 | $214K | Sell |
1,808
-169
| -9% | -$20K | 0.02% | 394 |
|
|
2019
Q2 | $221K | Buy |
+1,977
| New | +$221K | 0.03% | 344 |
|