Olistico Wealth’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 | $1.41M | Buy |
4,427
+508
| +13% | +$162K | 0.78% | 27 |
|
|
2025
Q1 | $1.05M | Buy |
3,919
+94
| +2% | +$25.3K | 0.65% | 32 |
|
|
2024
Q4 | $1.14M | Buy |
3,825
+62
| +2% | +$18.4K | 0.66% | 31 |
|
|
2024
Q3 | $1.02M | Buy |
3,763
+211
| +6% | +$57.2K | 0.62% | 33 |
|
|
2024
Q2 | $822K | Buy |
3,552
+407
| +13% | +$94.2K | 0.52% | 39 |
|
|
2024
Q1 | $716K | Buy |
3,145
+1,004
| +47% | +$229K | 0.52% | 41 |
|
|
2023
Q4 | $401K | Buy |
2,141
+399
| +23% | +$74.7K | 0.31% | 74 |
|
|
2023
Q3 | $260K | Hold |
1,742
| – | – | 0.23% | 88 |
|
|
2023
Q2 | $303K | Buy |
1,742
+2
| +0.1% | +$348 | 0.26% | 89 |
|
|
2023
Q1 | $287K | Buy |
1,740
+247
| +17% | +$40.7K | 0.28% | 80 |
|
|
2022
Q4 | $221K | Buy |
+1,493
| New | +$221K | 0.24% | 90 |
|