Northwest 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 | $368K | Buy |
1,155
+10
| +0.9% | +$3.19K | 0.07% | 127 |
|
|
2025
Q1 | $308K | Sell |
1,145
-3
| -0.3% | -$807 | 0.06% | 134 |
|
|
2024
Q4 | $341K | Sell |
1,148
-32
| -3% | -$9.5K | 0.07% | 116 |
|
|
2024
Q3 | $320K | Sell |
1,180
-53
| -4% | -$14.4K | 0.07% | 119 |
|
|
2024
Q2 | $286K | Buy |
1,233
+7
| +0.6% | +$1.62K | 0.07% | 125 |
|
|
2024
Q1 | $279K | Sell |
1,226
-399
| -25% | -$90.8K | 0.08% | 132 |
|
|
2023
Q4 | $304K | Buy |
1,625
+14
| +0.9% | +$2.62K | 0.09% | 121 |
|
|
2023
Q3 | $240K | Sell |
1,611
-3
| -0.2% | -$448 | 0.09% | 130 |
|
|
2023
Q2 | $281K | Buy |
1,614
+54
| +3% | +$9.41K | 0.1% | 122 |
|
|
2023
Q1 | $257K | Buy |
1,560
+60
| +4% | +$9.9K | 0.1% | 125 |
|
|
2022
Q4 | $222K | Sell |
1,500
-41
| -3% | -$6.06K | 0.09% | 128 |
|
|
2022
Q3 | $208K | Buy |
1,541
+21
| +1% | +$2.84K | 0.09% | 131 |
|
|
2022
Q2 | $211K | Buy |
1,520
+3
| +0.2% | +$416 | 0.09% | 136 |
|
|
2022
Q1 | $284K | Buy |
1,517
+17
| +1% | +$3.18K | 0.14% | 109 |
|
|
2021
Q4 | $245K | Buy |
+1,500
| New | +$245K | 0.11% | 109 |
|