Mayfair 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 | $369K | Sell |
1,241
-32
| -3% | -$9.52K | 0.17% | 110 |
|
|
2025
Q1 | $343K | Hold |
1,273
| – | – | 0.2% | 102 |
|
|
2024
Q4 | $378K | Hold |
1,273
| – | – | 0.22% | 89 |
|
|
2024
Q3 | $351K | Sell |
1,273
-50
| -4% | -$13.8K | 0.22% | 87 |
|
|
2024
Q2 | $316K | Sell |
1,323
-216
| -14% | -$51.5K | 0.21% | 90 |
|
|
2024
Q1 | $350K | Buy |
1,539
+32
| +2% | +$7.29K | 0.25% | 81 |
|
|
2023
Q4 | $284K | Hold |
1,507
| – | – | 0.24% | 86 |
|
|
2023
Q3 | $227K | Hold |
1,507
| – | – | 0.22% | 105 |
|
|
2023
Q2 | $256K | Buy |
1,507
+24
| +2% | +$4.08K | 0.26% | 91 |
|
|
2023
Q1 | $242K | Hold |
1,483
| – | – | 0.26% | 96 |
|
|
2022
Q4 | $223K | Hold |
1,483
| – | – | 0.28% | 97 |
|
|
2022
Q3 | $208K | Hold |
1,483
| – | – | 0.29% | 99 |
|
|
2022
Q2 | $228K | Buy |
1,483
+216
| +17% | +$33.2K | 0.3% | 101 |
|
|
2022
Q1 | $237K | Sell |
1,267
-100
| -7% | -$18.7K | 0.3% | 91 |
|
|
2021
Q4 | $235K | Hold |
1,367
| – | – | 0.31% | 83 |
|
|
2021
Q3 | $236K | Hold |
1,367
| – | – | 0.36% | 79 |
|
|
2021
Q2 | $226K | Buy |
+1,367
| New | +$226K | 0.36% | 80 |
|