Salomon & Ludwin’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 | $160K | Buy |
490
+145
| +42% | +$47.2K | 0.02% | 158 |
|
|
2025
Q1 | $92.8K | Hold |
345
| – | – | 0.01% | 182 |
|
|
2024
Q4 | $102K | Sell |
345
-6
| -2% | -$1.78K | 0.01% | 172 |
|
|
2024
Q3 | $95.2K | Sell |
351
-78
| -18% | -$21.2K | 0.01% | 197 |
|
|
2024
Q2 | $99.3K | Sell |
429
-1,014
| -70% | -$235K | 0.01% | 193 |
|
|
2024
Q1 | $329K | Buy |
1,443
+705
| +96% | +$161K | 0.03% | 148 |
|
|
2023
Q4 | $110K | Hold |
738
| – | – | 0.01% | 213 |
|
|
2023
Q3 | $110K | Buy |
+738
| New | +$110K | 0.01% | 213 |
|
|
2020
Q2 | – | Sell |
-75
| Closed | -$6K | – | 74 |
|
|
2020
Q1 | $6K | Hold |
75
| – | – | ﹤0.01% | 185 |
|
|
2019
Q4 | $9K | Hold |
75
| – | – | ﹤0.01% | 180 |
|
|
2019
Q3 | $9K | Hold |
75
| – | – | ﹤0.01% | 168 |
|
|
2019
Q2 | $9K | Sell |
75
-235
| -76% | -$28.2K | ﹤0.01% | 159 |
|
|
2019
Q1 | $34K | Buy |
310
+37
| +14% | +$4.06K | 0.01% | 103 |
|
|
2018
Q4 | $26K | Buy |
+273
| New | +$26K | 0.01% | 109 |
|