Modern 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 | $1.7M | Buy |
5,341
+420
| +9% | +$134K | 0.04% | 283 |
|
|
2025
Q1 | $1.32M | Buy |
4,921
+35
| +0.7% | +$9.42K | 0.04% | 265 |
|
|
2024
Q4 | $1.45M | Buy |
4,886
+842
| +21% | +$250K | 0.05% | 218 |
|
|
2024
Q3 | $1.1M | Buy |
4,044
+76
| +2% | +$20.6K | 0.07% | 158 |
|
|
2024
Q2 | $919K | Buy |
3,968
+75
| +2% | +$17.4K | 0.07% | 144 |
|
|
2024
Q1 | $886K | Buy |
3,893
+292
| +8% | +$66.5K | 0.08% | 124 |
|
|
2023
Q4 | $675K | Buy |
+3,601
| New | +$675K | 0.09% | 79 |
|