Retirement Planning Company of New England’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 | $259K | Buy |
811
+2
| +0.2% | +$638 | 0.12% | 195 |
|
|
2025
Q1 | $218K | Buy |
809
+1
| +0.1% | +$269 | 0.11% | 211 |
|
|
2024
Q4 | $240K | Sell |
808
-24
| -3% | -$7.13K | 0.12% | 200 |
|
|
2024
Q3 | $226K | Buy |
+832
| New | +$226K | 0.11% | 201 |
|
|
2024
Q1 | – | Sell |
-2,055
| Closed | -$385K | – | 222 |
|
|
2023
Q4 | $385K | Sell |
2,055
-1
| -0% | -$187 | 0.17% | 139 |
|
|
2023
Q3 | $307K | Buy |
2,056
+364
| +22% | +$54.3K | 0.17% | 134 |
|
|
2023
Q2 | $295K | Sell |
1,692
-1
| -0.1% | -$174 | 0.17% | 158 |
|
|
2023
Q1 | $279K | Sell |
1,693
-43
| -2% | -$7.09K | 0.17% | 164 |
|
|
2022
Q4 | $256K | Buy |
1,736
+154
| +10% | +$22.8K | 0.17% | 172 |
|
|
2022
Q3 | $213K | Buy |
1,582
+46
| +3% | +$6.19K | 0.15% | 183 |
|
|
2022
Q2 | $213K | Hold |
1,536
| – | – | 0.15% | 191 |
|
|
2022
Q1 | $287K | Sell |
1,536
-14
| -0.9% | -$2.62K | 0.16% | 172 |
|
|
2021
Q4 | $253K | Buy |
+1,550
| New | +$253K | 0.12% | 181 |
|