M3 Advisory Group’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 | $224K | Sell |
701
-83
| -11% | -$26.5K | 0.15% | 127 |
|
|
2025
Q1 | $211K | Sell |
784
-821
| -51% | -$221K | 0.17% | 130 |
|
|
2024
Q4 | $476K | Buy |
1,605
+101
| +7% | +$30K | 0.34% | 66 |
|
|
2024
Q3 | $408K | Buy |
1,504
+129
| +9% | +$35K | 0.3% | 77 |
|
|
2024
Q2 | $318K | Buy |
1,375
+438
| +47% | +$101K | 0.26% | 89 |
|
|
2024
Q1 | $213K | Buy |
+937
| New | +$213K | 0.19% | 120 |
|