Libra 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 | $400K | Buy |
1,255
+10
| +0.8% | +$3.19K | 0.13% | 52 |
|
|
2025
Q1 | $335K | Hold |
1,245
| – | – | 0.13% | 48 |
|
|
2024
Q4 | $370K | Sell |
1,245
-55
| -4% | -$16.3K | 0.14% | 41 |
|
|
2024
Q3 | $353K | Hold |
1,300
| – | – | 0.14% | 43 |
|
|
2024
Q2 | $301K | Hold |
1,300
| – | – | 0.13% | 45 |
|
|
2024
Q1 | $296K | Hold |
1,300
| – | – | 0.13% | 48 |
|
|
2023
Q4 | $244K | Buy |
+1,300
| New | +$244K | 0.12% | 48 |
|
|
2023
Q3 | – | Sell |
-1,300
| Closed | -$226K | – | 51 |
|
|
2023
Q2 | $226K | Hold |
1,300
| – | – | 0.12% | 48 |
|
|
2023
Q1 | $214K | Buy |
+1,300
| New | +$214K | 0.12% | 45 |
|
|
2022
Q2 | – | Sell |
-1,300
| Closed | -$243K | – | 43 |
|
|
2022
Q1 | $243K | Hold |
1,300
| – | – | 0.14% | 28 |
|
|
2021
Q4 | $213K | Buy |
+1,300
| New | +$213K | 0.14% | 26 |
|