Premier Path Wealth Partners’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 | $1.75M | Buy |
5,490
+824
| +18% | +$263K | 0.24% | 98 |
|
|
2025
Q1 | $1.26M | Buy |
4,666
+128
| +3% | +$34.4K | 0.2% | 128 |
|
|
2024
Q4 | $1.35M | Buy |
4,538
+7
| +0.2% | +$2.08K | 0.21% | 111 |
|
|
2024
Q3 | $1.23M | Sell |
4,531
-10
| -0.2% | -$2.71K | 0.19% | 132 |
|
|
2024
Q2 | $1.05M | Sell |
4,541
-10
| -0.2% | -$2.32K | 0.18% | 140 |
|
|
2024
Q1 | $1.04M | Sell |
4,551
-303
| -6% | -$69K | 0.2% | 136 |
|
|
2023
Q4 | $907K | Buy |
+4,854
| New | +$907K | 0.2% | 129 |
|