Investment Research & Advisory Group’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 | $53K | Buy |
166
+17
| +11% | +$5.42K | 0.02% | 107 |
|
|
2025
Q1 | $40.1K | Sell |
149
-850
| -85% | -$229K | 0.02% | 118 |
|
|
2024
Q4 | $29.4K | Buy |
999
+900
| +909% | +$26.5K | 0.01% | 123 |
|
|
2024
Q3 | $26.8K | Buy |
99
+3
| +3% | +$814 | 0.01% | 122 |
|
|
2024
Q2 | $22.2K | Hold |
96
| – | – | 0.01% | 121 |
|
|
2024
Q1 | $21.9K | Buy |
+96
| New | +$21.9K | 0.01% | 126 |
|
|
2021
Q3 | – | Sell |
-39
| Closed | -$6K | – | 147 |
|
|
2021
Q2 | $6K | Buy |
+39
| New | +$6K | ﹤0.01% | 147 |
|