Portside Wealth Group’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 | $999K | Sell |
3,133
-95
| -3% | -$30.3K | 0.15% | 148 |
|
|
2025
Q1 | $868K | Buy |
3,228
+251
| +8% | +$67.5K | 0.14% | 161 |
|
|
2024
Q4 | $884K | Sell |
2,977
-53
| -2% | -$15.7K | 0.15% | 153 |
|
|
2024
Q3 | $822K | Buy |
3,030
+158
| +6% | +$42.9K | 0.14% | 163 |
|
|
2024
Q2 | $665K | Sell |
2,872
-218
| -7% | -$50.5K | 0.13% | 169 |
|
|
2024
Q1 | $704K | Sell |
3,090
-351
| -10% | -$79.9K | 0.13% | 169 |
|
|
2023
Q4 | $645K | Sell |
3,441
-327
| -9% | -$61.3K | 0.12% | 180 |
|
|
2023
Q3 | $560K | Buy |
3,768
+273
| +8% | +$40.6K | 0.11% | 180 |
|
|
2023
Q2 | $609K | Buy |
+3,495
| New | +$609K | 0.11% | 177 |
|