Quantum Private Wealth’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 | $699K | Hold |
2,190
| – | – | 0.23% | 75 |
|
|
2025
Q1 | $589K | Sell |
2,190
-50
| -2% | -$13.5K | 0.22% | 81 |
|
|
2024
Q4 | $665K | Hold |
2,240
| – | – | 0.21% | 83 |
|
|
2024
Q3 | $607K | Hold |
2,240
| – | – | 0.21% | 91 |
|
|
2024
Q2 | $519K | Hold |
2,240
| – | – | 0.18% | 97 |
|
|
2024
Q1 | $510K | Hold |
2,240
| – | – | 0.19% | 103 |
|
|
2023
Q4 | $420K | Hold |
2,240
| – | – | 0.18% | 116 |
|
|
2023
Q3 | $334K | Hold |
2,240
| – | – | 0.16% | 128 |
|
|
2023
Q2 | $390K | Hold |
2,240
| – | – | 0.18% | 120 |
|
|
2023
Q1 | $369K | Hold |
2,240
| – | – | 0.2% | 116 |
|
|
2022
Q4 | $331K | Hold |
2,240
| – | – | 0.21% | 115 |
|
|
2022
Q3 | $302K | Hold |
2,240
| – | – | 0.19% | 120 |
|
|
2022
Q2 | $310K | Hold |
2,240
| – | – | 0.18% | 120 |
|
|
2022
Q1 | $418K | Hold |
2,240
| – | – | 0.18% | 116 |
|
|
2021
Q4 | $366K | Buy |
+2,240
| New | +$366K | 0.14% | 137 |
|