Mayflower Financial Advisors’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 | $1.11M | Buy |
3,468
+195
| +6% | +$62.2K | 0.15% | 142 |
|
|
2025
Q1 | $881K | Sell |
3,273
-124
| -4% | -$33.4K | 0.13% | 159 |
|
|
2024
Q4 | $1.01M | Sell |
3,397
-333
| -9% | -$98.8K | 0.15% | 136 |
|
|
2024
Q3 | $1.01M | Sell |
3,730
-219
| -6% | -$59.4K | 0.15% | 138 |
|
|
2024
Q2 | $914K | Buy |
3,949
+132
| +3% | +$30.6K | 0.15% | 139 |
|
|
2024
Q1 | $869K | Buy |
3,817
+473
| +14% | +$108K | 0.15% | 146 |
|
|
2023
Q4 | $626K | Buy |
3,344
+592
| +22% | +$111K | 0.09% | 181 |
|
|
2023
Q3 | $411K | Buy |
2,752
+217
| +9% | +$32.4K | 0.06% | 214 |
|
|
2023
Q2 | $442K | Buy |
2,535
+12
| +0.5% | +$2.09K | 0.06% | 221 |
|
|
2023
Q1 | $416K | Buy |
2,523
+50
| +2% | +$8.25K | 0.05% | 229 |
|
|
2022
Q4 | $365K | Buy |
2,473
+28
| +1% | +$4.14K | 0.05% | 240 |
|
|
2022
Q3 | $330K | Buy |
2,445
+65
| +3% | +$8.77K | 0.05% | 241 |
|
|
2022
Q2 | $330K | Buy |
2,380
+8
| +0.3% | +$1.11K | 0.05% | 238 |
|
|
2022
Q1 | $444K | Sell |
2,372
-275
| -10% | -$51.5K | 0.06% | 217 |
|
|
2021
Q4 | $433K | Buy |
2,647
+170
| +7% | +$27.8K | 0.06% | 211 |
|
|
2021
Q3 | $439K | Sell |
2,477
-15
| -0.6% | -$2.66K | 0.06% | 208 |
|
|
2021
Q2 | $412K | Buy |
2,492
+42
| +2% | +$6.94K | 0.06% | 199 |
|
|
2021
Q1 | $347K | Sell |
2,450
-300
| -11% | -$42.5K | 0.05% | 211 |
|
|
2020
Q4 | $333K | Buy |
+2,750
| New | +$333K | 0.06% | 191 |
|