Morton Brown Family Wealth’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 | $15.3K | Hold |
48
| – | – | ﹤0.01% | 165 |
|
|
2025
Q1 | $12.9K | Buy |
48
+8
| +20% | +$2.15K | ﹤0.01% | 175 |
|
|
2024
Q4 | $11.9K | Hold |
40
| – | – | ﹤0.01% | 164 |
|
|
2024
Q3 | $10.8K | Buy |
+40
| New | +$10.8K | ﹤0.01% | 162 |
|
|
2023
Q2 | – | Sell |
-21
| Closed | -$3.46K | – | 188 |
|
|
2023
Q1 | $3.46K | Buy |
+21
| New | +$3.46K | ﹤0.01% | 167 |
|
|
2022
Q1 | – | Sell |
-7
| Closed | -$1K | – | 150 |
|
|
2021
Q4 | $1K | Buy |
+7
| New | +$1K | ﹤0.01% | 185 |
|