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N.E.W. Advisory Services’s American Express AXP Stock Holding History

N.E.W. Advisory Services’s Portfolio AXP Stock Details AXP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$280K Sell
878
-673
-43% -$215K 0.03% 155
2025
Q1 		$417K Buy
1,551
+674
+77% +$181K 0.03% 142
2024
Q4 		$260K Hold
877
– – 0.02% 166
2024
Q3 		$238K Hold
877
– – 0.02% 175
2024
Q2 		$203K Buy
+877
New +$203K 0.02% 175