Omega Financial 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 | $383K | Hold |
1,200
| – | – | 0.14% | 68 |
|
|
2025
Q1 | $323K | Hold |
1,200
| – | – | 0.12% | 69 |
|
|
2024
Q4 | $356K | Hold |
1,200
| – | – | 0.13% | 68 |
|
|
2024
Q3 | $325K | Hold |
1,200
| – | – | 0.12% | 69 |
|
|
2024
Q2 | $278K | Hold |
1,200
| – | – | 0.11% | 74 |
|
|
2024
Q1 | $273K | Hold |
1,200
| – | – | 0.11% | 75 |
|
|
2023
Q4 | $225K | Buy |
+1,200
| New | +$225K | 0.1% | 76 |
|
|
2023
Q3 | – | Sell |
-1,200
| Closed | -$209K | – | 79 |
|
|
2023
Q2 | $209K | Buy |
+1,200
| New | +$209K | 0.1% | 81 |
|