LongView 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 | $925K | Buy |
2,900
+105
| +4% | +$33.5K | 0.28% | 76 |
|
|
2025
Q1 | $752K | Sell |
2,795
-226
| -7% | -$60.8K | 0.23% | 89 |
|
|
2024
Q4 | $897K | Buy |
3,021
+10
| +0.3% | +$2.97K | 0.27% | 76 |
|
|
2024
Q3 | $817K | Sell |
3,011
-27
| -0.9% | -$7.32K | 0.26% | 79 |
|
|
2024
Q2 | $703K | Buy |
3,038
+159
| +6% | +$36.8K | 0.26% | 78 |
|
|
2024
Q1 | $656K | Sell |
2,879
-334
| -10% | -$76.1K | 0.26% | 80 |
|
|
2023
Q4 | $600K | Buy |
+3,213
| New | +$600K | 0.27% | 82 |
|