Marcum 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
Q1 | $1.14M | Buy |
4,233
+173
| +4% | +$46.5K | 0.1% | 105 |
|
|
2024
Q4 | $1.2M | Buy |
4,060
+313
| +8% | +$92.9K | 0.1% | 95 |
|
|
2024
Q3 | $1.02M | Buy |
3,747
+982
| +36% | +$266K | 0.09% | 109 |
|
|
2024
Q2 | $640K | Sell |
2,765
-83
| -3% | -$19.2K | 0.06% | 155 |
|
|
2024
Q1 | $649K | Buy |
2,848
+182
| +7% | +$41.4K | 0.07% | 151 |
|
|
2023
Q4 | $499K | Sell |
2,666
-127
| -5% | -$23.8K | 0.05% | 184 |
|
|
2023
Q3 | $417K | Sell |
2,793
-52
| -2% | -$7.76K | 0.05% | 197 |
|
|
2023
Q2 | $496K | Buy |
2,845
+40
| +1% | +$6.97K | 0.06% | 175 |
|
|
2023
Q1 | $463K | Buy |
2,805
+46
| +2% | +$7.59K | 0.06% | 189 |
|
|
2022
Q4 | $408K | Buy |
2,759
+12
| +0.4% | +$1.77K | 0.05% | 193 |
|
|
2022
Q3 | $371K | Sell |
2,747
-1,290
| -32% | -$174K | 0.06% | 201 |
|
|
2022
Q2 | $560K | Buy |
4,037
+1,735
| +75% | +$241K | 0.08% | 143 |
|
|
2022
Q1 | $430K | Buy |
2,302
+25
| +1% | +$4.67K | 0.06% | 185 |
|
|
2021
Q4 | $372K | Buy |
2,277
+326
| +17% | +$53.3K | 0.05% | 209 |
|
|
2021
Q3 | $327K | Buy |
+1,951
| New | +$327K | 0.05% | 222 |
|
|
2021
Q2 | – | Sell |
-1,529
| Closed | -$216K | – | 344 |
|
|
2021
Q1 | $216K | Buy |
+1,529
| New | +$216K | 0.04% | 270 |
|