MONECO 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 | $680K | Buy |
2,133
+15
| +0.7% | +$4.79K | 0.06% | 239 |
|
|
2025
Q1 | $570K | Buy |
2,118
+42
| +2% | +$11.3K | 0.06% | 255 |
|
|
2024
Q4 | $616K | Buy |
2,076
+484
| +30% | +$144K | 0.07% | 245 |
|
|
2024
Q3 | $432K | Buy |
1,592
+37
| +2% | +$10K | 0.05% | 284 |
|
|
2024
Q2 | $360K | Buy |
1,555
+26
| +2% | +$6.02K | 0.05% | 287 |
|
|
2024
Q1 | $348K | Buy |
1,529
+10
| +0.7% | +$2.28K | 0.06% | 292 |
|
|
2023
Q4 | $285K | Sell |
1,519
-23
| -1% | -$4.31K | 0.05% | 300 |
|
|
2023
Q3 | $230K | Buy |
1,542
+45
| +3% | +$6.72K | 0.06% | 299 |
|
|
2023
Q2 | $261K | Sell |
1,497
-47
| -3% | -$8.19K | 0.07% | 275 |
|
|
2023
Q1 | $255K | Buy |
+1,544
| New | +$255K | 0.07% | 267 |
|