Maia 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 | $459K | Sell |
1,440
-42
| -3% | -$13.4K | 0.09% | 206 |
|
|
2025
Q1 | $379K | Buy |
1,482
+90
| +6% | +$23K | 0.09% | 202 |
|
|
2024
Q4 | $441K | Buy |
1,392
+80
| +6% | +$25.3K | 0.09% | 180 |
|
|
2024
Q3 | $354K | Buy |
1,312
+139
| +12% | +$37.5K | 0.09% | 181 |
|
|
2024
Q2 | $286K | Buy |
+1,173
| New | +$286K | 0.09% | 165 |
|