Regal Investment 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 | $346K | Buy |
+1,086
| New | +$346K | 0.03% | 393 |
|
|
2025
Q1 | – | Sell |
-980
| Closed | -$291K | – | 464 |
|
|
2024
Q4 | $291K | Sell |
980
-262
| -21% | -$77.8K | 0.02% | 409 |
|
|
2024
Q3 | $337K | Sell |
1,242
-399
| -24% | -$108K | 0.02% | 422 |
|
|
2024
Q2 | $380K | Buy |
1,641
+117
| +8% | +$27.1K | 0.02% | 405 |
|
|
2024
Q1 | $347K | Sell |
1,524
-204
| -12% | -$46.4K | 0.02% | 431 |
|
|
2023
Q4 | $324K | Sell |
1,728
-310
| -15% | -$58.1K | 0.02% | 404 |
|
|
2023
Q3 | $304K | Buy |
2,038
+512
| +34% | +$76.4K | 0.03% | 386 |
|
|
2023
Q2 | $266K | Buy |
1,526
+255
| +20% | +$44.4K | 0.02% | 419 |
|
|
2023
Q1 | $210K | Sell |
1,271
-87
| -6% | -$14.4K | 0.02% | 473 |
|
|
2022
Q4 | $201K | Sell |
1,358
-321
| -19% | -$47.4K | 0.02% | 457 |
|
|
2022
Q3 | $227K | Buy |
1,679
+151
| +10% | +$20.4K | 0.02% | 420 |
|
|
2022
Q2 | $212K | Buy |
+1,528
| New | +$212K | 0.02% | 449 |
|
|
2018
Q3 | – | Sell |
-18,302
| Closed | -$1.79M | – | 322 |
|
|
2018
Q2 | $1.79M | Sell |
18,302
-3,955
| -18% | -$388K | 0.54% | 53 |
|
|
2018
Q1 | $2.08M | Sell |
22,257
-281
| -1% | -$26.2K | 0.46% | 65 |
|
|
2017
Q4 | $2.24M | Sell |
22,538
-620
| -3% | -$61.6K | 0.5% | 66 |
|
|
2017
Q3 | $2.1M | Sell |
23,158
-3,050
| -12% | -$276K | 0.49% | 70 |
|
|
2017
Q2 | $2.21M | Buy |
+26,208
| New | +$2.21M | 0.55% | 67 |
|
|
2013
Q4 | – | Sell |
-100
| Closed | -$8K | – | 827 |
|
|
2013
Q3 | $8K | Sell |
100
-150
| -60% | -$12K | ﹤0.01% | 630 |
|
|
2013
Q2 | $19K | Buy |
+250
| New | +$19K | 0.01% | 467 |
|