MeadowBrook Investment 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 | $1.63M | Sell |
5,124
-50
| -1% | -$15.9K | 1.46% | 13 |
|
2025
Q1 | $1.39M | Sell |
5,174
-50
| -1% | -$13.5K | 1.3% | 16 |
|
2024
Q4 | $1.55M | Sell |
5,224
-100
| -2% | -$29.7K | 1.37% | 16 |
|
2024
Q3 | $1.44M | Sell |
5,324
-104
| -2% | -$28.2K | 1.3% | 18 |
|
2024
Q2 | $1.26M | Sell |
5,428
-90
| -2% | -$20.8K | 1.19% | 21 |
|
2024
Q1 | $1.26M | Sell |
5,518
-345
| -6% | -$78.6K | 1.17% | 23 |
|
2023
Q4 | $1.1M | Buy |
+5,863
| New | +$1.1M | 1.05% | 27 |
|