Midwest Financial Group’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 | $872K | Hold |
2,733
| – | – | 0.46% | 50 |
|
|
2025
Q1 | $735K | Buy |
2,733
+10
| +0.4% | +$2.69K | 0.43% | 51 |
|
|
2024
Q4 | $808K | Hold |
2,723
| – | – | 0.46% | 48 |
|
|
2024
Q3 | $738K | Hold |
2,723
| – | – | 0.43% | 52 |
|
|
2024
Q2 | $630K | Hold |
2,723
| – | – | 0.4% | 62 |
|
|
2024
Q1 | $620K | Hold |
2,723
| – | – | 0.42% | 61 |
|
|
2023
Q4 | $510K | Hold |
2,723
| – | – | 0.38% | 63 |
|
|
2023
Q3 | $406K | Hold |
2,723
| – | – | 0.34% | 73 |
|
|
2023
Q2 | $474K | Sell |
2,723
-100
| -4% | -$17.4K | 0.4% | 67 |
|
|
2023
Q1 | $466K | Buy |
+2,823
| New | +$466K | 0.43% | 56 |
|