Paragon Private 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 | $1.77M | Buy |
5,539
+268
| +5% | +$85.5K | 0.7% | 38 |
|
|
2025
Q1 | $1.42M | Sell |
5,271
-25
| -0.5% | -$6.73K | 0.66% | 44 |
|
|
2024
Q4 | $1.57M | Buy |
5,296
+180
| +4% | +$53.4K | 0.73% | 41 |
|
|
2024
Q3 | $1.39M | Buy |
5,116
+334
| +7% | +$90.6K | 0.69% | 42 |
|
|
2024
Q2 | $1.11M | Buy |
4,782
+183
| +4% | +$42.4K | 0.63% | 47 |
|
|
2024
Q1 | $1.05M | Buy |
4,599
+141
| +3% | +$32.1K | 0.62% | 53 |
|
|
2023
Q4 | $835K | Sell |
4,458
-456
| -9% | -$85.4K | 0.58% | 61 |
|
|
2023
Q3 | $733K | Sell |
4,914
-1,225
| -20% | -$183K | 0.61% | 57 |
|
|
2023
Q2 | $1.07M | Sell |
6,139
-761
| -11% | -$133K | 0.85% | 42 |
|
|
2023
Q1 | $1.14M | Buy |
6,900
+202
| +3% | +$33.3K | 0.96% | 35 |
|
|
2022
Q4 | $990K | Buy |
6,698
+381
| +6% | +$56.3K | 0.89% | 35 |
|
|
2022
Q3 | $929K | Buy |
6,317
+442
| +8% | +$65K | 0.9% | 36 |
|
|
2022
Q2 | $814K | Buy |
5,875
+131
| +2% | +$18.2K | 0.87% | 36 |
|
|
2022
Q1 | $959K | Buy |
5,744
+998
| +21% | +$167K | 0.94% | 34 |
|
|
2021
Q4 | $776K | Buy |
+4,746
| New | +$776K | 0.69% | 46 |
|