MorganRosel 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 | $34.1K | Hold |
107
| – | – | 0.01% | 200 |
|
|
2025
Q1 | $28.8K | Buy |
+107
| New | +$28.8K | 0.01% | 198 |
|
|
2020
Q1 | – | Sell |
-6,225
| Closed | -$775K | – | 67 |
|
|
2019
Q4 | $775K | Sell |
6,225
-246
| -4% | -$30.6K | 0.59% | 34 |
|
|
2019
Q3 | $765K | Sell |
6,471
-207
| -3% | -$24.5K | 0.63% | 32 |
|
|
2019
Q2 | $824K | Sell |
6,678
-254
| -4% | -$31.3K | 0.68% | 33 |
|
|
2019
Q1 | $758K | Buy |
+6,932
| New | +$758K | 0.64% | 39 |
|