Meridian 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 | $800K | Hold |
2,508
| – | – | 0.13% | 91 |
|
|
2025
Q1 | $675K | Hold |
2,508
| – | – | 0.11% | 93 |
|
|
2024
Q4 | $744K | Hold |
2,508
| – | – | 0.12% | 91 |
|
|
2024
Q3 | $680K | Sell |
2,508
-85
| -3% | -$23.1K | 0.11% | 95 |
|
|
2024
Q2 | $600K | Buy |
2,593
+44
| +2% | +$10.2K | 0.11% | 100 |
|
|
2024
Q1 | $580K | Hold |
2,549
| – | – | 0.11% | 102 |
|
|
2023
Q4 | $478K | Sell |
2,549
-48
| -2% | -$8.99K | 0.1% | 112 |
|
|
2023
Q3 | $387K | Sell |
2,597
-102
| -4% | -$15.2K | 0.1% | 117 |
|
|
2023
Q2 | $470K | Sell |
2,699
-625
| -19% | -$109K | 0.11% | 113 |
|
|
2023
Q1 | $548K | Hold |
3,324
| – | – | 0.14% | 106 |
|
|
2022
Q4 | $491K | Sell |
3,324
-200
| -6% | -$29.6K | 0.13% | 114 |
|
|
2022
Q3 | $475K | Buy |
3,524
+750
| +27% | +$101K | 0.13% | 117 |
|
|
2022
Q2 | $385K | Hold |
2,774
| – | – | 0.1% | 137 |
|
|
2022
Q1 | $519K | Buy |
2,774
+363
| +15% | +$67.9K | 0.12% | 128 |
|
|
2021
Q4 | $394K | Hold |
2,411
| – | – | 0.1% | 138 |
|
|
2021
Q3 | $404K | Hold |
2,411
| – | – | 0.11% | 131 |
|
|
2021
Q2 | $398K | Hold |
2,411
| – | – | 0.11% | 134 |
|
|
2021
Q1 | $341K | Hold |
2,411
| – | – | 0.11% | 133 |
|
|
2020
Q4 | $292K | Sell |
2,411
-50
| -2% | -$6.06K | 0.11% | 141 |
|
|
2020
Q3 | $247K | Sell |
2,461
-544
| -18% | -$54.6K | 0.11% | 144 |
|
|
2020
Q2 | $286K | Buy |
3,005
+594
| +25% | +$56.5K | 0.13% | 125 |
|
|
2020
Q1 | $206K | Hold |
2,411
| – | – | 0.11% | 133 |
|
|
2019
Q4 | $300K | Hold |
2,411
| – | – | 0.12% | 127 |
|
|
2019
Q3 | $285K | Sell |
2,411
-85
| -3% | -$10K | 0.12% | 126 |
|
|
2019
Q2 | $310K | Hold |
2,496
| – | – | 0.22% | 95 |
|
|
2019
Q1 | $273K | Hold |
2,496
| – | – | 0.2% | 96 |
|
|
2018
Q4 | $238K | Buy |
+2,496
| New | +$238K | 0.18% | 107 |
|