Prosperity Capital Advisors’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 | $488K | Buy |
1,529
+139
| +10% | +$44.3K | 0.05% | 179 |
|
|
2025
Q1 | $376K | Sell |
1,390
-53
| -4% | -$14.3K | 0.03% | 265 |
|
|
2024
Q4 | $428K | Buy |
1,443
+72
| +5% | +$21.4K | 0.03% | 237 |
|
|
2024
Q3 | $372K | Buy |
1,371
+501
| +58% | +$136K | 0.03% | 246 |
|
|
2024
Q2 | $202K | Sell |
870
-1,206
| -58% | -$279K | 0.02% | 303 |
|
|
2024
Q1 | $473K | Buy |
2,076
+478
| +30% | +$109K | 0.06% | 215 |
|
|
2023
Q4 | $299K | Buy |
1,598
+50
| +3% | +$9.37K | 0.03% | 198 |
|
|
2023
Q3 | $231K | Buy |
1,548
+253
| +20% | +$37.8K | 0.03% | 214 |
|
|
2023
Q2 | $226K | Sell |
1,295
-57
| -4% | -$9.93K | 0.03% | 209 |
|
|
2023
Q1 | $223K | Buy |
+1,352
| New | +$223K | 0.03% | 188 |
|