Seven Mile Advisory’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 | $729K | Buy |
2,286
+56
| +3% | +$17.9K | 0.44% | 35 |
|
|
2025
Q1 | $600K | Sell |
2,230
-13
| -0.6% | -$3.5K | 0.4% | 46 |
|
|
2024
Q4 | $666K | Buy |
2,243
+359
| +19% | +$107K | 0.42% | 34 |
|
|
2024
Q3 | $511K | Buy |
1,884
+124
| +7% | +$33.6K | 0.34% | 58 |
|
|
2024
Q2 | $408K | Sell |
1,760
-334
| -16% | -$77.3K | 0.3% | 66 |
|
|
2024
Q1 | $477K | Buy |
2,094
+17
| +0.8% | +$3.87K | 0.36% | 57 |
|
|
2023
Q4 | $389K | Buy |
2,077
+276
| +15% | +$51.7K | 0.34% | 63 |
|
|
2023
Q3 | $269K | Sell |
1,801
-68
| -4% | -$10.1K | 0.28% | 82 |
|
|
2023
Q2 | $326K | Buy |
+1,869
| New | +$326K | 0.38% | 68 |
|