Northcape Wealth Management’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 | $1.76M | Hold |
5,527
| – | – | 0.54% | 60 |
|
|
2025
Q1 | $1.49M | Sell |
5,527
-53
| -0.9% | -$14.3K | 0.48% | 64 |
|
|
2024
Q4 | $1.66M | Hold |
5,580
| – | – | 0.53% | 61 |
|
|
2024
Q3 | $1.51M | Hold |
5,580
| – | – | 0.5% | 66 |
|
|
2024
Q2 | $1.29M | Hold |
5,580
| – | – | 0.47% | 65 |
|
|
2024
Q1 | $1.27M | Hold |
5,580
| – | – | 0.46% | 66 |
|
|
2023
Q4 | $1.05M | Sell |
5,580
-79
| -1% | -$14.8K | 0.38% | 68 |
|
|
2023
Q3 | $844K | Hold |
5,659
| – | – | 0.32% | 74 |
|
|
2023
Q2 | $986K | Hold |
5,659
| – | – | 0.36% | 71 |
|
|
2023
Q1 | $933K | Buy |
+5,659
| New | +$933K | 0.34% | 72 |
|
|
2022
Q4 | – | Sell |
-4,959
| Closed | -$669K | – | 78 |
|
|
2022
Q3 | $669K | Sell |
4,959
-41
| -0.8% | -$5.53K | 0.24% | 80 |
|
|
2022
Q2 | $693K | Hold |
5,000
| – | – | 0.27% | 72 |
|
|
2022
Q1 | $935K | Hold |
5,000
| – | – | 0.27% | 79 |
|
|
2021
Q4 | $818K | Buy |
+5,000
| New | +$818K | 0.28% | 69 |
|