Nicolet Advisory Services’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 | $741K | Buy |
2,519
+782
| +45% | +$230K | 0.06% | 160 |
|
|
2025
Q1 | $429K | Sell |
1,737
-6
| -0.3% | -$1.48K | 0.04% | 218 |
|
|
2024
Q4 | $511K | Buy |
1,743
+85
| +5% | +$24.9K | 0.05% | 192 |
|
|
2024
Q3 | $445K | Buy |
1,658
+181
| +12% | +$48.6K | 0.04% | 222 |
|
|
2024
Q2 | $353K | Buy |
1,477
+241
| +19% | +$57.6K | 0.03% | 253 |
|
|
2024
Q1 | $272K | Buy |
+1,236
| New | +$272K | 0.03% | 286 |
|
|
2020
Q3 | – | Sell |
-2,214
| Closed | -$211K | – | 178 |
|
|
2020
Q2 | $211K | Buy |
+2,214
| New | +$211K | 0.03% | 192 |
|