Mark Sheptoff Financial Planning’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 | $6.7K | Buy |
+21
| New | +$6.7K | ﹤0.01% | 376 |
|
|
2021
Q4 | – | Sell |
-450
| Closed | -$75K | – | 455 |
|
|
2021
Q3 | $75K | Buy |
450
+200
| +80% | +$33.3K | 0.04% | 152 |
|
|
2021
Q2 | $41K | Hold |
250
| – | – | 0.02% | 205 |
|
|
2021
Q1 | $35K | Buy |
+250
| New | +$35K | 0.02% | 193 |
|
|
2016
Q3 | – | Sell |
-40
| Closed | -$2K | – | 350 |
|
|
2016
Q2 | $2K | Buy |
+40
| New | +$2K | ﹤0.01% | 318 |
|
|
2016
Q1 | – | Sell |
-9
| Closed | -$1K | – | 354 |
|
|
2015
Q4 | $1K | Hold |
9
| – | – | ﹤0.01% | 347 |
|
|
2015
Q3 | $1K | Hold |
9
| – | – | ﹤0.01% | 364 |
|
|
2015
Q2 | $1K | Buy |
+9
| New | +$1K | ﹤0.01% | 347 |
|
|
2015
Q1 | – | Sell |
-100
| Closed | -$9K | – | 332 |
|
|
2014
Q4 | $9K | Hold |
100
| – | – | 0.01% | 265 |
|
|
2014
Q3 | $9K | Hold |
100
| – | – | 0.01% | 274 |
|
|
2014
Q2 | $9K | Hold |
100
| – | – | 0.01% | 281 |
|
|
2014
Q1 | $9K | Buy |
+100
| New | +$9K | 0.01% | 286 |
|