Moser Wealth 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 | $816K | Buy |
2,558
+75
| +3% | +$23.9K | 0.39% | 49 |
|
|
2025
Q1 | $668K | Buy |
2,483
+157
| +7% | +$42.2K | 0.35% | 53 |
|
|
2024
Q4 | $690K | Hold |
2,326
| – | – | 0.36% | 48 |
|
|
2024
Q3 | $631K | Hold |
2,326
| – | – | 0.33% | 52 |
|
|
2024
Q2 | $539K | Buy |
2,326
+270
| +13% | +$62.5K | 0.29% | 57 |
|
|
2024
Q1 | $468K | Buy |
2,056
+1,536
| +295% | +$350K | 0.26% | 62 |
|
|
2023
Q4 | $97.4K | Buy |
+520
| New | +$97.4K | 0.06% | 82 |
|
|
2022
Q1 | – | Sell |
-16
| Closed | -$3K | – | 134 |
|
|
2021
Q4 | $3K | Hold |
16
| – | – | ﹤0.01% | 131 |
|
|
2021
Q3 | $3K | Hold |
16
| – | – | ﹤0.01% | 129 |
|
|
2021
Q2 | $3K | Hold |
16
| – | – | ﹤0.01% | 129 |
|
|
2021
Q1 | $2K | Buy |
+16
| New | +$2K | ﹤0.01% | 128 |
|