Mission 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.29M | Buy |
10,315
+139
| +1% | +$44.3K | 0.07% | 149 |
|
|
2025
Q1 | $2.74M | Buy |
10,176
+520
| +5% | +$140K | 0.07% | 154 |
|
|
2024
Q4 | $2.87M | Sell |
9,656
-643
| -6% | -$191K | 0.07% | 142 |
|
|
2024
Q3 | $2.79M | Sell |
10,299
-2
| -0% | -$542 | 0.07% | 142 |
|
|
2024
Q2 | $2.39M | Buy |
10,301
+102
| +1% | +$23.6K | 0.06% | 146 |
|
|
2024
Q1 | $2.32M | Buy |
10,199
+201
| +2% | +$45.8K | 0.06% | 158 |
|
|
2023
Q4 | $1.87M | Buy |
9,998
+178
| +2% | +$33.3K | 0.06% | 150 |
|
|
2023
Q3 | $1.47M | Sell |
9,820
-273
| -3% | -$40.7K | 0.05% | 159 |
|
|
2023
Q2 | $1.76M | Buy |
10,093
+542
| +6% | +$94.4K | 0.07% | 138 |
|
|
2023
Q1 | $1.58M | Buy |
9,551
+652
| +7% | +$108K | 0.07% | 149 |
|
|
2022
Q4 | $1.31M | Buy |
8,899
+577
| +7% | +$85.3K | 0.06% | 157 |
|
|
2022
Q3 | $1.12M | Sell |
8,322
-152
| -2% | -$20.5K | 0.06% | 162 |
|
|
2022
Q2 | $1.18M | Buy |
8,474
+3,848
| +83% | +$534K | 0.06% | 164 |
|
|
2022
Q1 | $865K | Buy |
4,626
+18
| +0.4% | +$3.37K | 0.04% | 211 |
|
|
2021
Q4 | $754K | Sell |
4,608
-350
| -7% | -$57.3K | 0.03% | 222 |
|
|
2021
Q3 | $831K | Buy |
4,958
+11
| +0.2% | +$1.84K | 0.04% | 196 |
|
|
2021
Q2 | $817K | Sell |
4,947
-176
| -3% | -$29.1K | 0.04% | 191 |
|
|
2021
Q1 | $725K | Buy |
5,123
+1,086
| +27% | +$154K | 0.04% | 191 |
|
|
2020
Q4 | $488K | Buy |
4,037
+255
| +7% | +$30.8K | 0.03% | 241 |
|
|
2020
Q3 | $379K | Buy |
3,782
+136
| +4% | +$13.6K | 0.03% | 237 |
|
|
2020
Q2 | $347K | Buy |
3,646
+930
| +34% | +$88.5K | 0.03% | 230 |
|
|
2020
Q1 | $233K | Sell |
2,716
-21
| -0.8% | -$1.8K | 0.03% | 260 |
|
|
2019
Q4 | $341K | Buy |
2,737
+56
| +2% | +$6.98K | 0.03% | 234 |
|
|
2019
Q3 | $317K | Buy |
2,681
+8
| +0.3% | +$946 | 0.03% | 223 |
|
|
2019
Q2 | $330K | Sell |
2,673
-261
| -9% | -$32.2K | 0.04% | 225 |
|
|
2019
Q1 | $321K | Buy |
2,934
+184
| +7% | +$20.1K | 0.04% | 216 |
|
|
2018
Q4 | $262K | Sell |
2,750
-71
| -3% | -$6.76K | 0.03% | 208 |
|
|
2018
Q3 | $300K | Sell |
2,821
-33
| -1% | -$3.51K | 0.04% | 210 |
|
|
2018
Q2 | $280K | Buy |
2,854
+449
| +19% | +$44.1K | 0.04% | 206 |
|
|
2018
Q1 | $224K | Buy |
2,405
+212
| +10% | +$19.7K | 0.04% | 201 |
|
|
2017
Q4 | $218K | Sell |
2,193
-45
| -2% | -$4.47K | 0.04% | 200 |
|
|
2017
Q3 | $202K | Buy |
+2,238
| New | +$202K | 0.04% | 190 |
|
|
2016
Q1 | – | Sell |
-3,695
| Closed | -$257K | – | 159 |
|
|
2015
Q4 | $257K | Buy |
3,695
+331
| +10% | +$23K | 0.07% | 112 |
|
|
2015
Q3 | $249K | Buy |
3,364
+118
| +4% | +$8.73K | 0.08% | 109 |
|
|
2015
Q2 | $254K | Buy |
+3,246
| New | +$254K | 0.09% | 108 |
|