Midland 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 | $1.22M | Buy |
3,839
+38
| +1% | +$12.1K | 0.07% | 67 |
|
|
2025
Q1 | $1.02M | Hold |
3,801
| – | – | 0.06% | 77 |
|
|
2024
Q4 | $1.13M | Hold |
3,801
| – | – | 0.07% | 78 |
|
|
2024
Q3 | $1.03M | Sell |
3,801
-569
| -13% | -$154K | 0.06% | 87 |
|
|
2024
Q2 | $1.01M | Buy |
4,370
+88
| +2% | +$20.4K | 0.06% | 88 |
|
|
2024
Q1 | $975K | Sell |
4,282
-2
| -0% | -$455 | 0.06% | 89 |
|
|
2023
Q4 | $803K | Buy |
+4,284
| New | +$803K | 0.06% | 106 |
|