Sendero 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 | $1.06M | Buy |
3,321
+21
| +0.6% | +$6.7K | 0.13% | 95 |
|
|
2025
Q1 | $888K | Sell |
3,300
-195
| -6% | -$52.5K | 0.12% | 98 |
|
|
2024
Q4 | $1.04M | Buy |
3,495
+33
| +1% | +$9.79K | 0.15% | 82 |
|
|
2024
Q3 | $939K | Hold |
3,462
| – | – | 0.15% | 82 |
|
|
2024
Q2 | $802K | Sell |
3,462
-13,286
| -79% | -$3.08M | 0.13% | 88 |
|
|
2024
Q1 | $3.81M | Sell |
16,748
-3,332
| -17% | -$759K | 0.66% | 30 |
|
|
2023
Q4 | $3.76M | Buy |
20,080
+17,266
| +614% | +$3.23M | 0.71% | 30 |
|
|
2023
Q3 | $420K | Hold |
2,814
| – | – | 0.09% | 120 |
|
|
2023
Q2 | $490K | Buy |
+2,814
| New | +$490K | 0.11% | 111 |
|