Patrick M. Sweeney & Associates’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 | $407K | Buy |
1,241
+205
| +20% | +$67.3K | 0.28% | 88 |
|
|
2025
Q1 | $279K | Sell |
1,036
-50
| -5% | -$13.5K | 0.21% | 121 |
|
|
2024
Q4 | $322K | Buy |
1,086
+4
| +0.4% | +$1.19K | 0.24% | 108 |
|
|
2024
Q3 | $293K | Buy |
1,082
+20
| +2% | +$5.42K | 0.22% | 117 |
|
|
2024
Q2 | $246K | Buy |
1,062
+25
| +2% | +$5.79K | 0.2% | 121 |
|
|
2024
Q1 | $236K | Buy |
+1,037
| New | +$236K | 0.19% | 121 |
|