Pursue 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 | $893K | Hold |
2,800
| – | – | 0.51% | 50 |
|
|
2025
Q1 | $753K | Hold |
2,800
| – | – | 0.46% | 53 |
|
|
2024
Q4 | $831K | Hold |
2,800
| – | – | 0.48% | 52 |
|
|
2024
Q3 | $759K | Hold |
2,800
| – | – | 0.42% | 46 |
|
|
2024
Q2 | $648K | Buy |
2,800
+300
| +12% | +$69.5K | 0.35% | 51 |
|
|
2024
Q1 | $569K | Hold |
2,500
| – | – | 0.34% | 56 |
|
|
2023
Q4 | $468K | Hold |
2,500
| – | – | 0.3% | 60 |
|
|
2023
Q3 | $373K | Hold |
2,500
| – | – | 0.26% | 65 |
|
|
2023
Q2 | $436K | Hold |
2,500
| – | – | 0.27% | 67 |
|
|
2023
Q1 | $412K | Hold |
2,500
| – | – | 0.28% | 68 |
|
|
2022
Q4 | $369K | Hold |
2,500
| – | – | 0.29% | 73 |
|
|
2022
Q3 | $337K | Hold |
2,500
| – | – | 0.24% | 79 |
|
|
2022
Q2 | $347K | Sell |
2,500
-2,000
| -44% | -$278K | 0.22% | 80 |
|
|
2022
Q1 | $821K | Hold |
4,500
| – | – | 0.34% | 63 |
|
|
2021
Q4 | $736K | Buy |
+4,500
| New | +$736K | 0.28% | 74 |
|