Liberty 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 | $559K | Sell |
1,751
-88
| -5% | -$28.1K | 0.09% | 117 |
|
|
2025
Q1 | $495K | Sell |
1,839
-26
| -1% | -$6.99K | 0.09% | 91 |
|
|
2024
Q4 | $554K | Sell |
1,865
-14
| -0.7% | -$4.16K | 0.09% | 110 |
|
|
2024
Q3 | $510K | Sell |
1,879
-2,289
| -55% | -$621K | 0.09% | 116 |
|
|
2024
Q2 | $378K | Buy |
4,168
+2,641
| +173% | +$240K | 0.07% | 128 |
|
|
2024
Q1 | $348K | Sell |
1,527
-46
| -3% | -$10.5K | 0.07% | 129 |
|
|
2023
Q4 | $295K | Sell |
1,573
-298
| -16% | -$55.9K | 0.06% | 133 |
|
|
2023
Q3 | $279K | Buy |
1,871
+4
| +0.2% | +$596 | 0.07% | 138 |
|
|
2023
Q2 | $325K | Buy |
1,867
+5
| +0.3% | +$871 | 0.08% | 129 |
|
|
2023
Q1 | $307K | Buy |
+1,862
| New | +$307K | 0.06% | 171 |
|
|
2021
Q4 | – | Sell |
-860
| Closed | -$145K | – | 243 |
|
|
2021
Q3 | $145K | Sell |
860
-1,170
| -58% | -$197K | 0.05% | 218 |
|
|
2021
Q2 | $335K | Sell |
2,030
-130
| -6% | -$21.5K | 0.13% | 89 |
|
|
2021
Q1 | $252K | Hold |
2,160
| – | – | 0.12% | 91 |
|
|
2020
Q4 | $252K | Sell |
2,160
-276
| -11% | -$32.2K | 0.12% | 90 |
|
|
2020
Q3 | $244K | Sell |
2,436
-39
| -2% | -$3.91K | 0.14% | 81 |
|
|
2020
Q2 | $236K | Buy |
2,475
+37
| +2% | +$3.53K | 0.17% | 83 |
|
|
2020
Q1 | $209K | Sell |
2,438
-214
| -8% | -$18.3K | 0.18% | 84 |
|
|
2019
Q4 | $330K | Buy |
2,652
+189
| +8% | +$23.5K | 0.26% | 72 |
|
|
2019
Q3 | $291K | Sell |
2,463
-282
| -10% | -$33.3K | 0.28% | 70 |
|
|
2019
Q2 | $339K | Buy |
2,745
+719
| +35% | +$88.8K | 0.3% | 73 |
|
|
2019
Q1 | $221K | Buy |
2,026
+18
| +0.9% | +$1.96K | 0.17% | 83 |
|
|
2018
Q4 | $191K | Buy |
+2,008
| New | +$191K | 0.14% | 88 |
|