NewSquare Capital’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 | $6.35M | Buy |
19,921
+957
| +5% | +$305K | 0.47% | 69 |
|
|
2025
Q1 | $5.1M | Buy |
18,964
+682
| +4% | +$183K | 0.42% | 81 |
|
|
2024
Q4 | $5.43M | Buy |
+18,282
| New | +$5.43M | 0.43% | 78 |
|
|
2023
Q4 | – | Sell |
-7
| Closed | -$1.04K | – | 504 |
|
|
2023
Q3 | $1.04K | Sell |
7
-12
| -63% | -$1.79K | ﹤0.01% | 498 |
|
|
2023
Q2 | $3.31K | Hold |
19
| – | – | ﹤0.01% | 471 |
|
|
2023
Q1 | $3.13K | Hold |
19
| – | – | ﹤0.01% | 514 |
|
|
2022
Q4 | $2.81K | Buy |
+19
| New | +$2.81K | ﹤0.01% | 442 |
|
|
2021
Q3 | – | Sell |
-384
| Closed | -$63K | – | 350 |
|
|
2021
Q2 | $63K | Buy |
+384
| New | +$63K | 0.01% | 185 |
|
|
2020
Q2 | – | Sell |
-30
| Closed | -$3K | – | 372 |
|
|
2020
Q1 | $3K | Buy |
+30
| New | +$3K | ﹤0.01% | 300 |
|
|
2018
Q3 | – | Hold |
0
| – | – | – | 314 |
|
|
2018
Q2 | – | Sell |
-41
| Closed | -$4K | – | 299 |
|
|
2018
Q1 | $4K | Hold |
41
| – | – | ﹤0.01% | 279 |
|
|
2017
Q4 | $4K | Sell |
41
-14
| -25% | -$1.37K | ﹤0.01% | 283 |
|
|
2017
Q3 | $5K | Hold |
55
| – | – | ﹤0.01% | 247 |
|
|
2017
Q2 | $5K | Hold |
55
| – | – | ﹤0.01% | 235 |
|
|
2017
Q1 | $4K | Hold |
55
| – | – | ﹤0.01% | 253 |
|
|
2016
Q4 | $4K | Hold |
55
| – | – | ﹤0.01% | 255 |
|
|
2016
Q3 | $4K | Hold |
55
| – | – | ﹤0.01% | 341 |
|
|
2016
Q2 | $3K | Sell |
55
-167
| -75% | -$9.11K | ﹤0.01% | 317 |
|
|
2016
Q1 | $14K | Buy |
222
+167
| +304% | +$10.5K | ﹤0.01% | 258 |
|
|
2015
Q4 | $4K | Hold |
55
| – | – | ﹤0.01% | 275 |
|
|
2015
Q3 | $4K | Hold |
55
| – | – | ﹤0.01% | 256 |
|
|
2015
Q2 | $4K | Buy |
+55
| New | +$4K | ﹤0.01% | 274 |
|
|
2014
Q1 | – | Sell |
-155
| Closed | -$14K | – | 242 |
|
|
2013
Q4 | $14K | Hold |
155
| – | – | 0.01% | 179 |
|
|
2013
Q3 | $12K | Hold |
155
| – | – | 0.01% | 162 |
|
|
2013
Q2 | $12K | Buy |
+155
| New | +$12K | 0.01% | 152 |
|