Narus Financial Partners’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 | $293K | Buy |
919
+154
| +20% | +$49.1K | 0.09% | 118 |
|
|
2025
Q1 | $206K | Sell |
765
-40
| -5% | -$10.8K | 0.07% | 147 |
|
|
2024
Q4 | $239K | Sell |
805
-28
| -3% | -$8.31K | 0.08% | 130 |
|
|
2024
Q3 | $226K | Sell |
833
-100
| -11% | -$27.1K | 0.08% | 140 |
|
|
2024
Q2 | $216K | Sell |
933
-1
| -0.1% | -$232 | 0.09% | 135 |
|
|
2024
Q1 | $213K | Buy |
+934
| New | +$213K | 0.09% | 135 |
|