Pathway Financial Advisers’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 | $1.07M | Buy |
3,360
+385
| +13% | +$123K | 0.35% | 91 |
|
|
2025
Q1 | $801K | Buy |
2,975
+366
| +14% | +$98.5K | 0.27% | 102 |
|
|
2024
Q4 | $774K | Buy |
2,609
+93
| +4% | +$27.6K | 0.26% | 102 |
|
|
2024
Q3 | $682K | Buy |
2,516
+1,377
| +121% | +$373K | 0.31% | 79 |
|
|
2024
Q2 | $262K | Buy |
1,139
+139
| +14% | +$32K | 0.09% | 147 |
|
|
2024
Q1 | $228K | Buy |
1,000
+257
| +35% | +$58.6K | 0.08% | 155 |
|
|
2023
Q4 | $139K | Buy |
743
+9
| +1% | +$1.69K | 0.05% | 172 |
|
|
2023
Q3 | $110K | Buy |
+734
| New | +$110K | 0.05% | 181 |
|
|
2023
Q1 | $118K | Hold |
715
| – | – | 0.05% | 181 |
|
|
2022
Q4 | $106K | Buy |
+715
| New | +$106K | 0.04% | 191 |
|