Retireful LLC’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 | $226K | Buy |
+709
| New | +$226K | 0.16% | 135 |
|
2024
Q3 | – | Sell |
-9,229
| Closed | -$2.14M | – | 73 |
|
2024
Q2 | $2.14M | Buy |
9,229
+1,814
| +24% | +$420K | 1.01% | 31 |
|
2024
Q1 | $1.69M | Sell |
7,415
-192
| -3% | -$43.7K | 0.7% | 53 |
|
2023
Q4 | $1.43M | Buy |
+7,607
| New | +$1.43M | 0.62% | 60 |
|