Personal CFO Solutions’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 | $3.18M | Sell |
9,968
-1,092
| -10% | -$348K | 0.59% | 29 |
|
|
2025
Q1 | $2.98M | Sell |
11,060
-295
| -3% | -$79.4K | 0.6% | 26 |
|
|
2024
Q4 | $3.37M | Buy |
11,355
+519
| +5% | +$154K | 0.66% | 21 |
|
|
2024
Q3 | $2.94M | Sell |
10,836
-1,513
| -12% | -$410K | 0.41% | 49 |
|
|
2024
Q2 | $2.86M | Buy |
12,349
+613
| +5% | +$142K | 0.44% | 44 |
|
|
2024
Q1 | $2.67M | Sell |
11,736
-565
| -5% | -$129K | 0.42% | 46 |
|
|
2023
Q4 | $2.3M | Sell |
12,301
-3,659
| -23% | -$686K | 0.4% | 46 |
|
|
2023
Q3 | $2.38M | Buy |
15,960
+3,708
| +30% | +$553K | 0.47% | 44 |
|
|
2023
Q2 | $2.13M | Sell |
12,252
-680
| -5% | -$118K | 0.43% | 52 |
|
|
2023
Q1 | $2.13M | Buy |
12,932
+775
| +6% | +$128K | 0.44% | 48 |
|
|
2022
Q4 | $1.8M | Buy |
12,157
+4,814
| +66% | +$713K | 0.38% | 52 |
|
|
2022
Q3 | $991K | Buy |
7,343
+1,275
| +21% | +$172K | 0.25% | 74 |
|
|
2022
Q2 | $841K | Sell |
6,068
-1,855
| -23% | -$257K | 0.2% | 85 |
|
|
2022
Q1 | $1.48M | Sell |
7,923
-22
| -0.3% | -$4.12K | 0.29% | 61 |
|
|
2021
Q4 | $1.3M | Buy |
7,945
+2,837
| +56% | +$464K | 0.24% | 82 |
|
|
2021
Q3 | $856K | Sell |
5,108
-132
| -3% | -$22.1K | 0.18% | 121 |
|
|
2021
Q2 | $866K | Buy |
5,240
+77
| +1% | +$12.7K | 0.18% | 116 |
|
|
2021
Q1 | $730K | Buy |
5,163
+453
| +10% | +$64.1K | 0.16% | 120 |
|
|
2020
Q4 | $569K | Buy |
4,710
+1,274
| +37% | +$154K | 0.14% | 133 |
|
|
2020
Q3 | $0 | Buy |
3,436
+202
| +6% | – | ﹤0.01% | 149 |
|
|
2020
Q2 | $308K | Buy |
3,234
+596
| +23% | +$56.8K | 0.09% | 207 |
|
|
2020
Q1 | $226K | Buy |
2,638
+196
| +8% | +$16.8K | 0.08% | 216 |
|
|
2019
Q4 | $304K | Buy |
+2,442
| New | +$304K | 0.09% | 201 |
|