Moss Adams 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 | $659K | Buy |
2,066
+164
| +9% | +$52.3K | 0.06% | 110 |
|
|
2025
Q1 | $512K | Sell |
1,902
-86
| -4% | -$23.1K | 0.05% | 109 |
|
|
2024
Q4 | $590K | Buy |
1,988
+66
| +3% | +$19.6K | 0.06% | 91 |
|
|
2024
Q3 | $521K | Buy |
1,922
+711
| +59% | +$193K | 0.06% | 95 |
|
|
2024
Q2 | $281K | Buy |
1,211
+265
| +28% | +$61.4K | 0.04% | 126 |
|
|
2024
Q1 | $215K | Sell |
946
-604
| -39% | -$138K | 0.03% | 141 |
|
|
2023
Q4 | $290K | Buy |
+1,550
| New | +$290K | 0.06% | 89 |
|