Northstar Advisory Group’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 | $3.32M | Buy |
10,398
+1,593
| +18% | +$508K | 1.62% | 20 |
|
|
2025
Q1 | $2.37M | Sell |
8,805
-1,527
| -15% | -$411K | 1.55% | 22 |
|
|
2024
Q4 | $3.07M | Buy |
10,332
+148
| +1% | +$43.9K | 1.56% | 20 |
|
|
2024
Q3 | $2.76M | Sell |
10,184
-3
| -0% | -$814 | 1.43% | 20 |
|
|
2024
Q2 | $2.36M | Buy |
10,187
+535
| +6% | +$124K | 1.36% | 20 |
|
|
2024
Q1 | $2.31M | Buy |
9,652
+7,963
| +471% | +$1.9M | 1.4% | 24 |
|
|
2023
Q4 | $316K | Buy |
1,689
+341
| +25% | +$63.9K | 0.19% | 69 |
|
|
2023
Q3 | $201K | Sell |
1,348
-14,139
| -91% | -$2.11M | 0.15% | 92 |
|
|
2023
Q2 | $2.7M | Buy |
15,487
+840
| +6% | +$146K | 1.76% | 19 |
|
|
2023
Q1 | $2.42M | Buy |
+14,647
| New | +$2.42M | 1.81% | 13 |
|