Meridian Wealth 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 | $1.4M | Buy |
4,397
+353
| +9% | +$113K | 0.06% | 252 |
|
|
2025
Q1 | $1.09M | Buy |
4,044
+145
| +4% | +$39K | 0.05% | 277 |
|
|
2024
Q4 | $1.16M | Buy |
3,899
+382
| +11% | +$113K | 0.05% | 264 |
|
|
2024
Q3 | $954K | Buy |
+3,517
| New | +$954K | 0.05% | 289 |
|
|
2024
Q2 | – | Sell |
-3,015
| Closed | -$686K | – | 309 |
|
|
2024
Q1 | $686K | Sell |
3,015
-79
| -3% | -$18K | 0.11% | 116 |
|
|
2023
Q4 | $580K | Sell |
3,094
-4,786
| -61% | -$897K | 0.04% | 354 |
|
|
2023
Q3 | $1.18M | Buy |
7,880
+3,791
| +93% | +$566K | 0.07% | 215 |
|
|
2023
Q2 | $712K | Sell |
4,089
-46
| -1% | -$8.01K | 0.06% | 256 |
|
|
2023
Q1 | $682K | Sell |
4,135
-43
| -1% | -$7.09K | 0.06% | 266 |
|
|
2022
Q4 | $617K | Sell |
4,178
-265
| -6% | -$39.2K | 0.06% | 271 |
|
|
2022
Q3 | $599K | Sell |
4,443
-293
| -6% | -$39.5K | 0.06% | 252 |
|
|
2022
Q2 | $657K | Buy |
4,736
+714
| +18% | +$99K | 0.05% | 295 |
|
|
2022
Q1 | $752K | Buy |
4,022
+263
| +7% | +$49.2K | 0.08% | 185 |
|
|
2021
Q4 | $615K | Sell |
3,759
-137
| -4% | -$22.4K | 0.07% | 216 |
|
|
2021
Q3 | $653K | Buy |
3,896
+30
| +0.8% | +$5.03K | 0.08% | 194 |
|
|
2021
Q2 | $639K | Buy |
3,866
+492
| +15% | +$81.3K | 0.08% | 194 |
|
|
2021
Q1 | $477K | Buy |
3,374
+134
| +4% | +$18.9K | 0.07% | 216 |
|
|
2020
Q4 | $391K | Sell |
3,240
-258
| -7% | -$31.1K | 0.06% | 227 |
|
|
2020
Q3 | $350K | Buy |
3,498
+676
| +24% | +$67.6K | 0.09% | 171 |
|
|
2020
Q2 | $268K | Buy |
+2,822
| New | +$268K | 0.09% | 173 |
|
|
2020
Q1 | – | Sell |
-3,123
| Closed | -$388K | – | 205 |
|
|
2019
Q4 | $388K | Hold |
3,123
| – | – | 0.19% | 118 |
|
|
2019
Q3 | $369K | Buy |
3,123
+225
| +8% | +$26.6K | 0.17% | 122 |
|
|
2019
Q2 | $3.58K | Buy |
2,898
+40
| +1% | +$49 | 0.14% | 125 |
|
|
2019
Q1 | $312K | Buy |
+2,858
| New | +$312K | 0.14% | 136 |
|