Prestige Wealth Management 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 | $218K | Hold |
682
| – | – | 0.04% | 160 |
|
|
2025
Q1 | $183K | Hold |
682
| – | – | 0.04% | 157 |
|
|
2024
Q4 | $202K | Hold |
682
| – | – | 0.04% | 159 |
|
|
2024
Q3 | $185K | Sell |
682
-1,434
| -68% | -$389K | 0.04% | 157 |
|
|
2024
Q2 | $490K | Buy |
2,116
+1,434
| +210% | +$332K | 0.11% | 89 |
|
|
2024
Q1 | $155K | Sell |
682
-1,786
| -72% | -$407K | 0.03% | 169 |
|
|
2023
Q4 | $462K | Buy |
2,468
+202
| +9% | +$37.8K | 0.1% | 88 |
|
|
2023
Q3 | $338K | Buy |
2,266
+1,584
| +232% | +$236K | 0.08% | 102 |
|
|
2023
Q2 | $119K | Hold |
682
| – | – | 0.03% | 189 |
|
|
2023
Q1 | $112K | Sell |
682
-35
| -5% | -$5.77K | 0.03% | 178 |
|
|
2022
Q4 | $106K | Buy |
717
+46
| +7% | +$6.8K | 0.03% | 187 |
|
|
2022
Q3 | $91K | Sell |
671
-69
| -9% | -$9.36K | 0.03% | 176 |
|
|
2022
Q2 | $103K | Sell |
740
-128
| -15% | -$17.8K | 0.03% | 173 |
|
|
2022
Q1 | $162K | Buy |
868
+6
| +0.7% | +$1.12K | 0.04% | 154 |
|
|
2021
Q4 | $141K | Hold |
862
| – | – | 0.03% | 169 |
|
|
2021
Q3 | $145K | Hold |
862
| – | – | 0.04% | 160 |
|
|
2021
Q2 | $142K | Sell |
862
-61
| -7% | -$10K | 0.04% | 159 |
|
|
2021
Q1 | $130K | Hold |
923
| – | – | 0.04% | 159 |
|
|
2020
Q4 | $111K | Sell |
923
-43
| -4% | -$5.17K | 0.03% | 167 |
|
|
2020
Q3 | $97K | Sell |
966
-1,404
| -59% | -$141K | 0.03% | 177 |
|
|
2020
Q2 | $225K | Buy |
2,370
+343
| +17% | +$32.6K | 0.08% | 88 |
|
|
2020
Q1 | $173K | Buy |
2,027
+1,856
| +1,085% | +$158K | 0.07% | 87 |
|
|
2019
Q4 | $21K | Hold |
171
| – | – | 0.01% | 288 |
|
|
2019
Q3 | $20K | Sell |
171
-225
| -57% | -$26.3K | 0.01% | 275 |
|
|
2019
Q2 | $49K | Buy |
396
+154
| +64% | +$19.1K | 0.03% | 198 |
|
|
2019
Q1 | $26K | Sell |
242
-400
| -62% | -$43K | 0.02% | 242 |
|
|
2018
Q4 | $61K | Buy |
+642
| New | +$61K | 0.04% | 172 |
|