Meeder Advisory Services’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 | $4.77M | Buy |
14,960
+1,185
| +9% | +$378K | 0.25% | 59 |
|
|
2025
Q1 | $3.71M | Buy |
13,775
+228
| +2% | +$61.3K | 0.22% | 71 |
|
|
2024
Q4 | $4.02M | Buy |
13,547
+48
| +0.4% | +$14.2K | 0.25% | 58 |
|
|
2024
Q3 | $3.66M | Buy |
13,499
+400
| +3% | +$108K | 0.24% | 68 |
|
|
2024
Q2 | $3.03M | Buy |
13,099
+3,682
| +39% | +$853K | 0.21% | 78 |
|
|
2024
Q1 | $2.14M | Buy |
9,417
+480
| +5% | +$109K | 0.22% | 78 |
|
|
2023
Q4 | $1.67M | Sell |
8,937
-96
| -1% | -$18K | 0.19% | 92 |
|
|
2023
Q3 | $1.35M | Sell |
9,033
-1,539
| -15% | -$230K | 0.17% | 102 |
|
|
2023
Q2 | $1.84M | Buy |
10,572
+108
| +1% | +$18.8K | 0.2% | 92 |
|
|
2023
Q1 | $1.73M | Buy |
10,464
+414
| +4% | +$68.3K | 0.2% | 95 |
|
|
2022
Q4 | $1.48M | Buy |
+10,050
| New | +$1.48M | 0.19% | 95 |
|