Navis 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 | $1.12M | Sell |
3,508
-40
| -1% | -$12.8K | 0.94% | 22 |
|
|
2025
Q1 | $955K | Buy |
3,548
+2,791
| +369% | +$751K | 0.94% | 20 |
|
|
2024
Q4 | $225K | Buy |
757
+12
| +2% | +$3.56K | 0.25% | 86 |
|
|
2024
Q3 | $202K | Buy |
+745
| New | +$202K | 0.22% | 98 |
|
|
2022
Q3 | – | Sell |
-2,684
| Closed | -$372K | – | 81 |
|
|
2022
Q2 | $372K | Buy |
2,684
+100
| +4% | +$13.9K | 0.4% | 57 |
|
|
2022
Q1 | $483K | Buy |
+2,584
| New | +$483K | 0.43% | 54 |
|
|
2021
Q4 | – | Hold |
0
| – | – | – | 106 |
|
|
2021
Q3 | – | Hold |
0
| – | – | – | 111 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 107 |
|
|
2021
Q1 | – | Sell |
-1,084
| Closed | -$131K | – | 106 |
|
|
2020
Q4 | $131K | Buy |
+1,084
| New | +$131K | 0.12% | 102 |
|