Private 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 | $90.6K | Sell |
284
-22
| -7% | -$7.02K | 0.03% | 126 |
|
|
2025
Q1 | $82.3K | Sell |
306
-2
| -0.6% | -$538 | 0.03% | 126 |
|
|
2024
Q4 | $91.4K | Sell |
308
-3
| -1% | -$890 | 0.04% | 115 |
|
|
2024
Q3 | $84.3K | Sell |
311
-11
| -3% | -$2.98K | 0.03% | 118 |
|
|
2024
Q2 | $74.6K | Buy |
322
+1
| +0.3% | +$232 | 0.03% | 124 |
|
|
2024
Q1 | $73.1K | Hold |
321
| – | – | 0.03% | 124 |
|
|
2023
Q4 | $60.1K | Buy |
+321
| New | +$60.1K | 0.03% | 139 |
|