Money Concepts Capital’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 | $864K | Buy |
2,709
+69
| +3% | +$22K | 0.06% | 262 |
|
|
2025
Q1 | $710K | Buy |
2,640
+174
| +7% | +$46.8K | 0.05% | 263 |
|
|
2024
Q4 | $732K | Buy |
2,466
+1,255
| +104% | +$372K | 0.05% | 249 |
|
|
2024
Q3 | $328K | Buy |
1,211
+95
| +9% | +$25.8K | 0.02% | 330 |
|
|
2024
Q2 | $258K | Sell |
1,116
-45
| -4% | -$10.4K | 0.02% | 344 |
|
|
2024
Q1 | $264K | Buy |
+1,161
| New | +$264K | 0.02% | 350 |
|
|
2023
Q1 | – | Sell |
-3,262
| Closed | -$482K | – | 652 |
|
|
2022
Q4 | $482K | Buy |
3,262
+2,646
| +430% | +$391K | 0.02% | 442 |
|
|
2022
Q3 | $83K | Buy |
616
+21
| +4% | +$2.83K | ﹤0.01% | 607 |
|
|
2022
Q2 | $84K | Sell |
595
-2,908
| -83% | -$411K | 0.01% | 602 |
|
|
2022
Q1 | $655K | Buy |
+3,503
| New | +$655K | 0.04% | 376 |
|