Milestone Asset 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 | $889K | Sell |
2,785
-13,041
| -82% | -$4.16M | 0.19% | 100 |
|
|
2025
Q1 | $4.26M | Sell |
15,826
-8,816
| -36% | -$2.37M | 0.91% | 25 |
|
|
2024
Q4 | $7.31M | Buy |
24,642
+3,103
| +14% | +$921K | 1.61% | 10 |
|
|
2024
Q3 | $5.84M | Buy |
21,539
+4,390
| +26% | +$1.19M | 1.31% | 17 |
|
|
2024
Q2 | $3.97M | Sell |
17,149
-5,111
| -23% | -$1.18M | 0.99% | 25 |
|
|
2024
Q1 | $5.07M | Buy |
+22,260
| New | +$5.07M | 1.45% | 18 |
|