Oxford 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 | $419K | Sell |
1,312
-33
| -2% | -$10.5K | 0.02% | 148 |
|
|
2025
Q1 | $362K | Buy |
1,345
+73
| +6% | +$19.6K | 0.03% | 156 |
|
|
2024
Q4 | $378K | Sell |
1,272
-132
| -9% | -$39.2K | 0.02% | 179 |
|
|
2024
Q3 | $381K | Sell |
1,404
-168
| -11% | -$45.6K | 0.02% | 174 |
|
|
2024
Q2 | $364K | Buy |
1,572
+210
| +15% | +$48.6K | 0.02% | 187 |
|
|
2024
Q1 | $310K | Sell |
1,362
-10
| -0.7% | -$2.28K | 0.02% | 175 |
|
|
2023
Q4 | $257K | Buy |
+1,372
| New | +$257K | 0.02% | 200 |
|
|
2023
Q3 | – | Sell |
-2,059
| Closed | -$359K | – | 266 |
|
|
2023
Q2 | $359K | Buy |
+2,059
| New | +$359K | 0.03% | 159 |
|