Phoenix Financial’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 | $603K | Buy |
1,891
+1,039
| +122% | +$331K | 0.01% | 271 |
|
|
2025
Q1 | $230K | Buy |
+852
| New | +$230K | ﹤0.01% | 332 |
|
|
2021
Q1 | – | Sell |
-2,390
| Closed | -$284K | – | 404 |
|
|
2020
Q4 | $284K | Buy |
+2,390
| New | +$284K | 0.01% | 311 |
|
|
2020
Q3 | – | Sell |
-24,273
| Closed | -$2.17M | – | 332 |
|
|
2020
Q2 | $2.17M | Buy |
24,273
+1,268
| +6% | +$114K | 0.09% | 151 |
|
|
2020
Q1 | $1.92M | Buy |
23,005
+12,891
| +127% | +$1.07M | 0.1% | 156 |
|
|
2019
Q4 | $1.25M | Buy |
+10,114
| New | +$1.25M | 0.05% | 147 |
|