Meadow Creek Wealth 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 | $528K | Hold |
1,654
| – | – | 0.36% | 58 |
|
|
2025
Q1 | $445K | Buy |
1,654
+9
| +0.5% | +$2.42K | 0.33% | 62 |
|
|
2024
Q4 | $488K | Buy |
1,645
+20
| +1% | +$5.94K | 0.35% | 59 |
|
|
2024
Q3 | $441K | Hold |
1,625
| – | – | 0.35% | 68 |
|
|
2024
Q2 | $376K | Hold |
1,625
| – | – | 0.36% | 70 |
|
|
2024
Q1 | $370K | Buy |
+1,625
| New | +$370K | 0.26% | 86 |
|
|
2019
Q4 | $87K | Buy |
+50,275
| New | +$87K | 0.12% | 99 |
|