Parisi Gray 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 | $2.03M | Buy |
6,373
+3
| +0% | +$957 | 0.58% | 36 |
|
|
2025
Q1 | $1.71M | Buy |
6,370
+3
| +0% | +$807 | 0.56% | 38 |
|
|
2024
Q4 | $1.89M | Buy |
6,367
+11
| +0.2% | +$3.27K | 0.6% | 34 |
|
|
2024
Q3 | $1.72M | Buy |
6,356
+5
| +0.1% | +$1.36K | 0.57% | 38 |
|
|
2024
Q2 | $1.47M | Buy |
6,351
+46
| +0.7% | +$10.7K | 0.53% | 37 |
|
|
2024
Q1 | $1.44M | Buy |
6,305
+4
| +0.1% | +$911 | 0.54% | 36 |
|
|
2023
Q4 | $1.18M | Buy |
6,301
+6
| +0.1% | +$1.12K | 0.48% | 47 |
|
|
2023
Q3 | $939K | Sell |
6,295
-6
| -0.1% | -$895 | 0.43% | 48 |
|
|
2023
Q2 | $1.04M | Hold |
6,301
| – | – | 0.48% | 45 |
|
|
2023
Q1 | $1.04M | Buy |
6,301
+17
| +0.3% | +$2.8K | 0.65% | 36 |
|
|
2022
Q4 | $928K | Buy |
6,284
+21
| +0.3% | +$3.1K | 0.46% | 45 |
|
|
2022
Q3 | $845K | Buy |
6,263
+20
| +0.3% | +$2.7K | 0.64% | 32 |
|
|
2022
Q2 | $865K | Buy |
6,243
+18
| +0.3% | +$2.49K | 0.45% | 46 |
|
|
2022
Q1 | $1.16M | Sell |
6,225
-9
| -0.1% | -$1.68K | 0.47% | 47 |
|
|
2021
Q4 | $1.02M | Sell |
6,234
-13
| -0.2% | -$2.13K | 0.38% | 51 |
|
|
2021
Q3 | $1.09M | Buy |
6,247
+15
| +0.2% | +$2.61K | 0.45% | 48 |
|
|
2021
Q2 | $1.03M | Buy |
6,232
+16
| +0.3% | +$2.64K | 0.38% | 52 |
|
|
2021
Q1 | $879K | Buy |
6,216
+10
| +0.2% | +$1.41K | 0.37% | 59 |
|
|
2020
Q4 | $750K | Sell |
6,206
-50
| -0.8% | -$6.04K | 0.33% | 62 |
|
|
2020
Q3 | $627K | Buy |
6,256
+25
| +0.4% | +$2.51K | 0.33% | 55 |
|
|
2020
Q2 | $593K | Sell |
6,231
-30
| -0.5% | -$2.86K | 0.34% | 56 |
|
|
2020
Q1 | $536K | Sell |
6,261
-39
| -0.6% | -$3.34K | 0.38% | 58 |
|
|
2019
Q4 | $784K | Sell |
6,300
-14
| -0.2% | -$1.74K | 0.44% | 53 |
|
|
2019
Q3 | $747K | Buy |
6,314
+27
| +0.4% | +$3.19K | 0.5% | 49 |
|
|
2019
Q2 | $776K | Buy |
6,287
+217
| +4% | +$26.8K | 0.53% | 47 |
|
|
2019
Q1 | $663K | Sell |
6,070
-300
| -5% | -$32.8K | 0.42% | 48 |
|
|
2018
Q4 | $601K | Sell |
6,370
-300
| -4% | -$28.3K | 0.41% | 53 |
|
|
2018
Q3 | $719K | Sell |
6,670
-155
| -2% | -$16.7K | 0.44% | 57 |
|
|
2018
Q2 | $672K | Buy |
6,825
+546
| +9% | +$53.8K | 0.45% | 55 |
|
|
2018
Q1 | $582K | Sell |
6,279
-799
| -11% | -$74.1K | 0.45% | 55 |
|
|
2017
Q4 | $700K | Buy |
+7,078
| New | +$700K | 0.52% | 49 |
|