Pure Financial 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 | $1.13M | Buy |
3,541
+865
| +32% | +$276K | 0.02% | 192 |
|
|
2025
Q1 | $720K | Buy |
2,676
+616
| +30% | +$166K | 0.02% | 200 |
|
|
2024
Q4 | $611K | Buy |
2,060
+373
| +22% | +$111K | 0.01% | 194 |
|
|
2024
Q3 | $457K | Buy |
1,687
+68
| +4% | +$18.4K | 0.01% | 223 |
|
|
2024
Q2 | $375K | Buy |
1,619
+10
| +0.6% | +$2.32K | 0.01% | 230 |
|
|
2024
Q1 | $366K | Buy |
1,609
+354
| +28% | +$80.6K | 0.01% | 234 |
|
|
2023
Q4 | $235K | Sell |
1,255
-157
| -11% | -$29.4K | 0.01% | 272 |
|
|
2023
Q3 | $211K | Buy |
+1,412
| New | +$211K | 0.01% | 250 |
|