Salvus Wealth Management’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 | $5.22M | Sell |
16,370
-208
| -1% | -$66.3K | 3.05% | 5 |
|
2025
Q1 | $4.46M | Sell |
16,578
-4,084
| -20% | -$1.1M | 2.8% | 7 |
|
2024
Q4 | $6.13M | Sell |
20,662
-163
| -0.8% | -$48.4K | 3.91% | 4 |
|
2024
Q3 | $5.65M | Sell |
20,825
-1,064
| -5% | -$289K | 3.47% | 5 |
|
2024
Q2 | $5.07M | Buy |
21,889
+973
| +5% | +$225K | 3.48% | 6 |
|
2024
Q1 | $4.76M | Sell |
20,916
-230
| -1% | -$52.4K | 3.25% | 7 |
|
2023
Q4 | $3.96M | Sell |
21,146
-435
| -2% | -$81.5K | 2.82% | 11 |
|
2023
Q3 | $3.22M | Buy |
21,581
+35
| +0.2% | +$5.22K | 2.55% | 13 |
|
2023
Q2 | $3.75M | Buy |
21,546
+3,303
| +18% | +$575K | 2.89% | 9 |
|
2023
Q1 | $3.01M | Buy |
18,243
+205
| +1% | +$33.8K | 2.43% | 12 |
|
2022
Q4 | $2.67M | Sell |
18,038
-35
| -0.2% | -$5.17K | 2.45% | 14 |
|
2022
Q3 | $2.44M | Sell |
18,073
-15
| -0.1% | -$2.02K | 2.32% | 13 |
|
2022
Q2 | $2.51M | Buy |
18,088
+55
| +0.3% | +$7.62K | 2.25% | 10 |
|
2022
Q1 | $3.37M | Buy |
18,033
+496
| +3% | +$92.7K | 2.58% | 9 |
|
2021
Q4 | $2.87M | Buy |
17,537
+40
| +0.2% | +$6.54K | 2.1% | 14 |
|
2021
Q3 | $2.93M | Buy |
17,497
+278
| +2% | +$46.6K | 2.39% | 9 |
|
2021
Q2 | $2.88M | Sell |
17,219
-395
| -2% | -$66K | 2.42% | 9 |
|
2021
Q1 | $2.59M | Buy |
17,614
+4,355
| +33% | +$640K | 2.42% | 10 |
|
2020
Q4 | $1.62M | Buy |
+13,259
| New | +$1.62M | 1.75% | 18 |
|