Millington Financial 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 | $794K | Buy |
2,573
+16
| +0.6% | +$4.94K | 0.4% | 54 |
|
|
2025
Q1 | $642K | Hold |
2,557
| – | – | 0.39% | 56 |
|
|
2024
Q4 | $809K | Sell |
2,557
-170
| -6% | -$53.8K | 0.47% | 46 |
|
|
2024
Q3 | $740K | Hold |
2,727
| – | – | 0.46% | 48 |
|
|
2024
Q2 | $631K | Hold |
2,727
| – | – | 0.44% | 49 |
|
|
2024
Q1 | $621K | Hold |
2,727
| – | – | 0.44% | 50 |
|
|
2023
Q4 | $511K | Buy |
+2,727
| New | +$511K | 0.41% | 53 |
|