Jamison Private 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 | $1.34M | Buy |
4,189
+37
| +0.9% | +$11.8K | 0.19% | 94 |
|
|
2025
Q1 | $1.12M | Buy |
4,152
+6
| +0.1% | +$1.61K | 0.17% | 102 |
|
|
2024
Q4 | $1.23M | Sell |
4,146
-19
| -0.5% | -$5.64K | 0.18% | 100 |
|
|
2024
Q3 | $1.13M | Buy |
4,165
+1
| +0% | +$271 | 0.17% | 101 |
|
|
2024
Q2 | $964K | Sell |
4,164
-616
| -13% | -$143K | 0.16% | 100 |
|
|
2024
Q1 | $1.09M | Buy |
4,780
+8
| +0.2% | +$1.82K | 0.18% | 95 |
|
|
2023
Q4 | $894K | Sell |
4,772
-90
| -2% | -$16.9K | 0.17% | 101 |
|
|
2023
Q3 | $725K | Buy |
+4,862
| New | +$725K | 0.15% | 105 |
|