Newbridge Financial Services 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 | $864K | Buy |
2,710
+262
| +11% | +$83.6K | 0.14% | 115 |
|
|
2025
Q1 | $659K | Sell |
2,448
-355
| -13% | -$95.5K | 0.16% | 103 |
|
|
2024
Q4 | $832K | Buy |
+2,803
| New | +$832K | 0.21% | 83 |
|
|
2024
Q3 | – | Sell |
-1,405
| Closed | -$325K | – | 693 |
|
|
2024
Q2 | $325K | Buy |
1,405
+452
| +47% | +$105K | 0.12% | 128 |
|
|
2024
Q1 | $217K | Buy |
+953
| New | +$217K | 0.09% | 178 |
|
|
2023
Q4 | – | Sell |
-1,140
| Closed | -$170K | – | 1160 |
|
|
2023
Q3 | $170K | Buy |
1,140
+75
| +7% | +$11.2K | 0.09% | 209 |
|
|
2023
Q2 | $185K | Buy |
1,065
+1
| +0.1% | +$174 | 0.09% | 212 |
|
|
2023
Q1 | $175K | Sell |
1,064
-5
| -0.5% | -$825 | 0.09% | 212 |
|
|
2022
Q4 | $158K | Sell |
1,069
-40
| -4% | -$5.91K | 0.09% | 218 |
|
|
2022
Q3 | $150K | Buy |
1,109
+160
| +17% | +$21.6K | 0.09% | 228 |
|
|
2022
Q2 | $132K | Buy |
949
+20
| +2% | +$2.78K | 0.08% | 226 |
|
|
2022
Q1 | $174K | Buy |
929
+528
| +132% | +$98.9K | 0.09% | 222 |
|
|
2021
Q4 | $66K | Buy |
401
+200
| +100% | +$32.9K | 0.03% | 389 |
|
|
2021
Q3 | $34K | Hold |
201
| – | – | 0.02% | 516 |
|
|
2021
Q2 | $33K | Buy |
201
+100
| +99% | +$16.4K | 0.02% | 569 |
|
|
2021
Q1 | $14K | Hold |
101
| – | – | 0.01% | 781 |
|
|
2020
Q4 | $12K | Hold |
101
| – | – | 0.01% | 662 |
|
|
2020
Q3 | $10K | Buy |
+101
| New | +$10K | 0.01% | 664 |
|