Northern Financial Advisors’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 | $2.8M | Sell |
8,788
-89
| -1% | -$28.4K | 2.1% | 11 |
|
|
2025
Q1 | $2.39M | Sell |
8,877
-20
| -0.2% | -$5.38K | 1.97% | 11 |
|
|
2024
Q4 | $2.64M | Sell |
8,897
-296
| -3% | -$87.9K | 2.11% | 10 |
|
|
2024
Q3 | $2.49M | Buy |
9,193
+94
| +1% | +$25.5K | 1.89% | 10 |
|
|
2024
Q2 | $2.11M | Sell |
9,099
-126
| -1% | -$29.2K | 1.69% | 15 |
|
|
2024
Q1 | $2.1M | Buy |
9,225
+87
| +1% | +$19.8K | 1.64% | 11 |
|
|
2023
Q4 | $1.71M | Buy |
9,138
+249
| +3% | +$46.6K | 1.44% | 14 |
|
|
2023
Q3 | $1.33M | Sell |
8,889
-315
| -3% | -$47K | 1.21% | 19 |
|
|
2023
Q2 | $1.6M | Buy |
9,204
+406
| +5% | +$70.7K | 1.41% | 13 |
|
|
2023
Q1 | $1.45M | Buy |
+8,798
| New | +$1.45M | 1.37% | 13 |
|