Northwest Capital 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 | $99.8K | Hold |
313
| – | – | 0.05% | 136 |
|
2025
Q1 | $84.2K | Hold |
313
| – | – | 0.03% | 166 |
|
2024
Q4 | $92.9K | Hold |
313
| – | – | 0.04% | 159 |
|
2024
Q3 | $84.9K | Hold |
313
| – | – | 0.03% | 165 |
|
2024
Q2 | $72.5K | Sell |
313
-575
| -65% | -$133K | 0.03% | 171 |
|
2024
Q1 | $202K | Hold |
888
| – | – | 0.06% | 123 |
|
2023
Q4 | $166K | Hold |
888
| – | – | 0.06% | 137 |
|
2023
Q3 | $132K | Hold |
888
| – | – | 0.05% | 142 |
|
2023
Q2 | $155K | Buy |
+888
| New | +$155K | 0.06% | 129 |
|