Nadler Financial Group’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 | $375K | Hold |
1,177
| – | – | 0.04% | 90 |
|
|
2025
Q1 | $317K | Hold |
1,177
| – | – | 0.04% | 91 |
|
|
2024
Q4 | $349K | Hold |
1,177
| – | – | 0.04% | 89 |
|
|
2024
Q3 | $319K | Buy |
1,177
+110
| +10% | +$29.8K | 0.04% | 88 |
|
|
2024
Q2 | $247K | Hold |
1,067
| – | – | 0.03% | 97 |
|
|
2024
Q1 | $243K | Buy |
+1,067
| New | +$243K | 0.03% | 96 |
|
|
2022
Q2 | – | Sell |
-1,102
| Closed | -$206K | – | 107 |
|
|
2022
Q1 | $206K | Buy |
+1,102
| New | +$206K | 0.03% | 117 |
|
|
2021
Q4 | – | Sell |
-1,208
| Closed | -$202K | – | 133 |
|
|
2021
Q3 | $202K | Buy |
+1,208
| New | +$202K | 0.03% | 122 |
|
|
2020
Q1 | – | Sell |
-1,689
| Closed | -$210K | – | 89 |
|
|
2019
Q4 | $210K | Buy |
+1,689
| New | +$210K | 0.05% | 97 |
|
|
2019
Q3 | – | Sell |
-1,763
| Closed | -$218K | – | 87 |
|
|
2019
Q2 | $218K | Buy |
+1,763
| New | +$218K | 0.06% | 77 |
|