New England Capital Financial 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 | $261K | Buy |
819
+2
| +0.2% | +$638 | 0.12% | 49 |
|
|
2025
Q1 | $220K | Buy |
817
+1
| +0.1% | +$269 | 0.11% | 50 |
|
|
2024
Q4 | $242K | Buy |
816
+1
| +0.1% | +$297 | 0.12% | 50 |
|
|
2024
Q3 | $221K | Buy |
815
+2
| +0.2% | +$542 | 0.11% | 50 |
|
|
2024
Q2 | $188K | Buy |
813
+1
| +0.1% | +$232 | 0.11% | 51 |
|
|
2024
Q1 | $185K | Sell |
812
-1,063
| -57% | -$242K | 0.1% | 50 |
|
|
2023
Q4 | $351K | Sell |
1,875
-3
| -0.2% | -$562 | 0.21% | 34 |
|
|
2023
Q3 | $280K | Buy |
1,878
+7
| +0.4% | +$1.04K | 0.19% | 38 |
|
|
2023
Q2 | $326K | Buy |
1,871
+7
| +0.4% | +$1.22K | 0.22% | 37 |
|
|
2023
Q1 | $307K | Buy |
1,864
+6
| +0.3% | +$990 | 0.22% | 38 |
|
|
2022
Q4 | $282K | Buy |
+1,858
| New | +$282K | 0.2% | 44 |
|