MBL 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 | $513K | Sell |
1,609
-25
| -2% | -$7.98K | 0.05% | 138 |
|
|
2025
Q1 | $440K | Buy |
1,634
+34
| +2% | +$9.15K | 0.04% | 143 |
|
|
2024
Q4 | $475K | Sell |
1,600
-97
| -6% | -$28.8K | 0.05% | 140 |
|
|
2024
Q3 | $460K | Buy |
1,697
+660
| +64% | +$179K | 0.05% | 139 |
|
|
2024
Q2 | $240K | Buy |
1,037
+17
| +2% | +$3.94K | 0.03% | 178 |
|
|
2024
Q1 | $232K | Buy |
+1,020
| New | +$232K | 0.03% | 175 |
|
|
2022
Q3 | – | Sell |
-2,293
| Closed | -$318K | – | 160 |
|
|
2022
Q2 | $318K | Buy |
2,293
+1,219
| +114% | +$169K | 0.08% | 110 |
|
|
2022
Q1 | $201K | Buy |
+1,074
| New | +$201K | 0.05% | 165 |
|