Merriman 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $651K | Hold |
2,194
| – | – | 0.03% | 115 |
|
|
2024
Q3 | $595K | Buy |
2,194
+1,002
| +84% | +$272K | 0.02% | 134 |
|
|
2024
Q2 | $276K | Sell |
1,192
-43
| -3% | -$9.96K | 0.01% | 178 |
|
|
2024
Q1 | $281K | Sell |
1,235
-41
| -3% | -$9.34K | 0.01% | 173 |
|
|
2023
Q4 | $239K | Sell |
1,276
-520
| -29% | -$97.4K | 0.01% | 169 |
|
|
2023
Q3 | $268K | Sell |
1,796
-35
| -2% | -$5.22K | 0.01% | 155 |
|
|
2023
Q2 | $319K | Sell |
1,831
-349
| -16% | -$60.8K | 0.02% | 170 |
|
|
2023
Q1 | $360K | Buy |
+2,180
| New | +$360K | 0.02% | 147 |
|
|
2022
Q4 | – | Sell |
-2,315
| Closed | -$312K | – | 208 |
|
|
2022
Q3 | $312K | Buy |
+2,315
| New | +$312K | 0.02% | 129 |
|
|
2022
Q2 | – | Sell |
-1,090
| Closed | -$204K | – | 173 |
|
|
2022
Q1 | $204K | Sell |
1,090
-400
| -27% | -$74.9K | 0.02% | 189 |
|
|
2021
Q4 | $244K | Buy |
+1,490
| New | +$244K | 0.02% | 191 |
|