Mendel Capital Management’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 | $420K | Buy |
1,317
+70
| +6% | +$22.3K | 0.24% | 69 |
|
|
2025
Q1 | $336K | Sell |
1,247
-17
| -1% | -$4.58K | 0.2% | 76 |
|
|
2024
Q4 | $375K | Buy |
1,264
+71
| +6% | +$21.1K | 0.23% | 71 |
|
|
2024
Q3 | $324K | Buy |
1,193
+52
| +5% | +$14.1K | 0.2% | 79 |
|
|
2024
Q2 | $264K | Buy |
1,141
+3
| +0.3% | +$695 | 0.17% | 87 |
|
|
2024
Q1 | $259K | Hold |
1,138
| – | – | 0.17% | 85 |
|
|
2023
Q4 | $213K | Buy |
+1,138
| New | +$213K | 0.15% | 85 |
|