NewEdge Wealth’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 | $7.29M | Sell |
24,751
-671
| -3% | -$198K | 0.11% | 150 |
|
|
2025
Q1 | $6.84M | Sell |
25,422
-680
| -3% | -$183K | 0.12% | 141 |
|
|
2024
Q4 | $7.75M | Buy |
26,102
+1,471
| +6% | +$437K | 0.13% | 137 |
|
|
2024
Q3 | $6.68M | Buy |
24,631
+7,416
| +43% | +$2.01M | 0.12% | 152 |
|
|
2024
Q2 | $3.99M | Sell |
17,215
-711
| -4% | -$165K | 0.09% | 199 |
|
|
2024
Q1 | $4.17M | Buy |
17,926
+1,407
| +9% | +$327K | 0.09% | 190 |
|
|
2023
Q4 | $3.09M | Buy |
16,519
+2,960
| +22% | +$555K | 0.08% | 220 |
|
|
2023
Q3 | $2.02M | Buy |
13,559
+398
| +3% | +$59.4K | 0.06% | 258 |
|
|
2023
Q2 | $2.29M | Buy |
13,161
+11,577
| +731% | +$2.02M | 0.08% | 227 |
|
|
2023
Q1 | $261K | Buy |
1,584
+193
| +14% | +$31.8K | 0.01% | 528 |
|
|
2022
Q4 | $206K | Sell |
1,391
-463
| -25% | -$68.4K | 0.01% | 513 |
|
|
2022
Q3 | $250K | Sell |
1,854
-2,512
| -58% | -$339K | 0.01% | 458 |
|
|
2022
Q2 | $605K | Buy |
4,366
+1,453
| +50% | +$201K | 0.03% | 360 |
|
|
2022
Q1 | $545K | Buy |
+2,913
| New | +$545K | 0.02% | 287 |
|