New England Capital Financial Advisors’s American Express AXP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $267K | Sell |
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|
2025
Q2 | $261K | Buy |
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|
2025
Q1 | $220K | Buy |
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|
2024
Q4 | $242K | Buy |
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|
2024
Q3 | $221K | Buy |
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|
2024
Q2 | $188K | Buy |
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|
2024
Q1 | $185K | Sell |
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|
2023
Q4 | $351K | Sell |
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|
2023
Q3 | $280K | Buy |
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|
2023
Q2 | $326K | Buy |
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|
2023
Q1 | $307K | Buy |
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|
2022
Q4 | $282K | Buy |
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