Ironwood Wealth Management (West Virginia)’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 | $120K | Hold |
377
| – | – | 0.06% | 17 |
|
2025
Q1 | $93.1K | Hold |
377
| – | – | 0.05% | 17 |
|
2024
Q4 | $111K | Hold |
377
| – | – | 0.05% | 17 |
|
2024
Q3 | $104K | Hold |
377
| – | – | 0.05% | 17 |
|
2024
Q2 | $90K | Hold |
377
| – | – | 0.05% | 16 |
|
2024
Q1 | $82.3K | Hold |
377
| – | – | 0.04% | 16 |
|
2023
Q4 | $69.8K | Hold |
377
| – | – | 0.04% | 16 |
|
2023
Q3 | $55.5K | Hold |
377
| – | – | 0.03% | 17 |
|
2023
Q2 | $64.4K | Hold |
377
| – | – | 0.04% | 18 |
|
2023
Q1 | $59.9K | Hold |
377
| – | – | 0.04% | 18 |
|
2022
Q4 | $58.4K | Hold |
377
| – | – | 0.03% | 18 |
|
2022
Q3 | $52K | Hold |
377
| – | – | 0.04% | 17 |
|
2022
Q2 | $53K | Hold |
377
| – | – | 0.04% | 16 |
|
2022
Q1 | $70K | Hold |
377
| – | – | 0.05% | 15 |
|
2021
Q4 | $62K | Hold |
377
| – | – | 0.04% | 13 |
|
2021
Q3 | $63K | Hold |
377
| – | – | 0.05% | 13 |
|
2021
Q2 | $62K | Hold |
377
| – | – | 0.04% | 14 |
|
2021
Q1 | $53K | Hold |
377
| – | – | 0.04% | 13 |
|
2020
Q4 | $46K | Buy |
+377
| New | +$46K | 0.04% | 16 |
|