Omnia Family 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 | $335K | Buy |
1,052
+147
| +16% | +$46.9K | 0.12% | 63 |
|
|
2025
Q1 | $244K | Buy |
905
+210
| +30% | +$56.5K | 0.1% | 74 |
|
|
2024
Q4 | $206K | Buy |
+695
| New | +$206K | 0.09% | 76 |
|
|
2019
Q2 | – | Sell |
-1,338
| Closed | -$146K | – | 135 |
|
|
2019
Q1 | $146K | Hold |
1,338
| – | – | 0.07% | 105 |
|
|
2018
Q4 | $128K | Hold |
1,338
| – | – | 0.07% | 108 |
|
|
2018
Q3 | $142K | Hold |
1,338
| – | – | 0.07% | 101 |
|
|
2018
Q2 | $131K | Hold |
1,338
| – | – | 0.06% | 106 |
|
|
2018
Q1 | $125K | Hold |
1,338
| – | – | 0.06% | 111 |
|
|
2017
Q4 | $133K | Hold |
1,338
| – | – | 0.06% | 108 |
|
|
2017
Q3 | $121K | Sell |
1,338
-94
| -7% | -$8.5K | 0.06% | 110 |
|
|
2017
Q2 | $121K | Hold |
1,432
| – | – | 0.06% | 109 |
|
|
2017
Q1 | $113K | Hold |
1,432
| – | – | 0.05% | 112 |
|
|
2016
Q4 | $106K | Buy |
+1,432
| New | +$106K | 0.05% | 114 |
|