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