Sandy Cove 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 | $457K | Buy |
1,432
+79
| +6% | +$25.2K | 0.17% | 76 |
|
|
2025
Q1 | $364K | Sell |
1,353
-47
| -3% | -$12.6K | 0.15% | 85 |
|
|
2024
Q4 | $415K | Buy |
1,400
+90
| +7% | +$26.7K | 0.16% | 77 |
|
|
2024
Q3 | $355K | Buy |
1,310
+48
| +4% | +$13K | 0.14% | 81 |
|
|
2024
Q2 | $292K | Buy |
1,262
+9
| +0.7% | +$2.09K | 0.13% | 92 |
|
|
2024
Q1 | $285K | Sell |
1,253
-70
| -5% | -$15.9K | 0.13% | 99 |
|
|
2023
Q4 | $248K | Buy |
+1,323
| New | +$248K | 0.13% | 106 |
|
|
2022
Q2 | – | Sell |
-1,300
| Closed | -$243K | – | 96 |
|
|
2022
Q1 | $243K | Buy |
1,300
+783
| +151% | +$146K | 0.2% | 70 |
|
|
2021
Q4 | $85K | Buy |
+517
| New | +$85K | 0.07% | 133 |
|