Northwest Quadrant 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 | $332K | Buy |
1,042
+3
| +0.3% | +$957 | 0.07% | 45 |
|
|
2025
Q1 | $280K | Buy |
1,039
+1
| +0.1% | +$269 | 0.07% | 46 |
|
|
2024
Q4 | $308K | Buy |
1,038
+273
| +36% | +$81K | 0.07% | 52 |
|
|
2024
Q3 | $207K | Buy |
+765
| New | +$207K | 0.05% | 65 |
|
|
2022
Q2 | – | Sell |
-1,147
| Closed | -$215K | – | 60 |
|
|
2022
Q1 | $215K | Buy |
+1,147
| New | +$215K | 0.06% | 65 |
|