Journey Strategic 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 | $5.93M | Buy |
18,580
+1,179
| +7% | +$376K | 0.19% | 42 |
|
|
2025
Q1 | $4.68M | Buy |
17,401
+7,052
| +68% | +$1.9M | 0.16% | 42 |
|
|
2024
Q4 | $3.07M | Buy |
10,349
+3,739
| +57% | +$1.11M | 0.11% | 50 |
|
|
2024
Q3 | $1.79M | Buy |
6,610
+942
| +17% | +$255K | 0.07% | 79 |
|
|
2024
Q2 | $1.31M | Buy |
5,668
+1,109
| +24% | +$257K | 0.06% | 69 |
|
|
2024
Q1 | $1.04M | Buy |
4,559
+486
| +12% | +$111K | 0.05% | 77 |
|
|
2023
Q4 | $763K | Buy |
4,073
+771
| +23% | +$144K | 0.04% | 79 |
|
|
2023
Q3 | $493K | Buy |
3,302
+10
| +0.3% | +$1.49K | 0.02% | 82 |
|
|
2023
Q2 | $573K | Sell |
3,292
-1,357
| -29% | -$236K | 0.03% | 81 |
|
|
2023
Q1 | $767K | Buy |
4,649
+402
| +9% | +$66.3K | 0.08% | 73 |
|
|
2022
Q4 | $627K | Buy |
4,247
+1,076
| +34% | +$159K | 0.07% | 82 |
|
|
2022
Q3 | $427K | Buy |
3,171
+1,601
| +102% | +$216K | 0.06% | 76 |
|
|
2022
Q2 | $218K | Sell |
1,570
-671
| -30% | -$93.2K | 0.03% | 99 |
|
|
2022
Q1 | $419K | Sell |
2,241
-40
| -2% | -$7.48K | 0.05% | 66 |
|
|
2021
Q4 | $373K | Buy |
+2,281
| New | +$373K | 0.04% | 99 |
|