Partnership 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 | $714K | Buy |
2,238
+53
| +2% | +$16.9K | 0.58% | 38 |
|
|
2025
Q1 | $588K | Sell |
2,185
-41
| -2% | -$11K | 0.5% | 43 |
|
|
2024
Q4 | $661K | Sell |
2,226
-11
| -0.5% | -$3.26K | 0.55% | 38 |
|
|
2024
Q3 | $607K | Sell |
2,237
-266
| -11% | -$72.1K | 0.43% | 39 |
|
|
2024
Q2 | $579K | Sell |
2,503
-250
| -9% | -$57.9K | 0.43% | 49 |
|
|
2024
Q1 | $627K | Buy |
2,753
+4
| +0.1% | +$911 | 0.44% | 55 |
|
|
2023
Q4 | $552K | Buy |
+2,749
| New | +$552K | 0.42% | 52 |
|