Keudell/Morrison 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 | $615K | Hold |
1,927
| – | – | 0.14% | 106 |
|
|
2025
Q1 | $518K | Hold |
1,927
| – | – | 0.12% | 108 |
|
|
2024
Q4 | $572K | Hold |
1,927
| – | – | 0.15% | 96 |
|
|
2024
Q3 | $523K | Hold |
1,927
| – | – | 0.14% | 112 |
|
|
2024
Q2 | $446K | Sell |
1,927
-25
| -1% | -$5.79K | 0.13% | 122 |
|
|
2024
Q1 | $444K | Hold |
1,952
| – | – | 0.13% | 125 |
|
|
2023
Q4 | $366K | Hold |
1,952
| – | – | 0.12% | 131 |
|
|
2023
Q3 | $291K | Sell |
1,952
-87
| -4% | -$13K | 0.09% | 142 |
|
|
2023
Q2 | $355K | Hold |
2,039
| – | – | 0.1% | 129 |
|
|
2023
Q1 | $336K | Hold |
2,039
| – | – | 0.1% | 132 |
|
|
2022
Q4 | $301K | Hold |
2,039
| – | – | 0.1% | 136 |
|
|
2022
Q3 | $275K | Sell |
2,039
-1
| -0% | -$135 | 0.1% | 144 |
|
|
2022
Q2 | $283K | Sell |
2,040
-45
| -2% | -$6.24K | 0.1% | 142 |
|
|
2022
Q1 | $390K | Sell |
2,085
-20
| -1% | -$3.74K | 0.16% | 121 |
|
|
2021
Q4 | $344K | Sell |
2,105
-158
| -7% | -$25.8K | 0.14% | 131 |
|
|
2021
Q3 | $379K | Sell |
2,263
-35
| -2% | -$5.86K | 0.16% | 119 |
|
|
2021
Q2 | $380K | Buy |
2,298
+32
| +1% | +$5.29K | 0.21% | 116 |
|
|
2021
Q1 | $321K | Sell |
2,266
-17
| -0.7% | -$2.41K | 0.19% | 122 |
|
|
2020
Q4 | $276K | Sell |
2,283
-1,538
| -40% | -$186K | 0.18% | 128 |
|
|
2020
Q3 | $383K | Sell |
3,821
-58
| -1% | -$5.81K | 0.25% | 96 |
|
|
2020
Q2 | $369K | Buy |
3,879
+561
| +17% | +$53.4K | 0.31% | 93 |
|
|
2020
Q1 | $284K | Buy |
3,318
+261
| +9% | +$22.3K | 0.28% | 106 |
|
|
2019
Q4 | $381K | Sell |
3,057
-11
| -0.4% | -$1.37K | 0.26% | 100 |
|
|
2019
Q3 | $363K | Sell |
3,068
-18
| -0.6% | -$2.13K | 0.3% | 91 |
|
|
2019
Q2 | $381K | Sell |
3,086
-136
| -4% | -$16.8K | 0.33% | 84 |
|
|
2019
Q1 | $352K | Buy |
+3,222
| New | +$352K | 0.31% | 95 |
|