Monument Capital 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 | $312K | Sell |
978
-19
| -2% | -$6.06K | 0.08% | 164 |
|
|
2025
Q1 | $268K | Sell |
997
-53
| -5% | -$14.3K | 0.08% | 159 |
|
|
2024
Q4 | $312K | Buy |
1,050
+53
| +5% | +$15.7K | 0.09% | 157 |
|
|
2024
Q3 | $270K | Hold |
997
| – | – | 0.07% | 162 |
|
|
2024
Q2 | $231K | Buy |
997
+31
| +3% | +$7.18K | 0.07% | 160 |
|
|
2024
Q1 | $220K | Buy |
+966
| New | +$220K | 0.06% | 177 |
|
|
2023
Q2 | – | Sell |
-1,275
| Closed | -$210K | – | 161 |
|
|
2023
Q1 | $210K | Buy |
+1,275
| New | +$210K | 0.07% | 141 |
|
|
2022
Q4 | – | Sell |
-1,493
| Closed | -$201K | – | 156 |
|
|
2022
Q3 | $201K | Buy |
+1,493
| New | +$201K | 0.08% | 140 |
|
|
2018
Q4 | – | Sell |
-15
| Closed | -$2K | – | 108 |
|
|
2018
Q3 | $2K | Buy |
+15
| New | +$2K | ﹤0.01% | 232 |
|