Shepherd Financial Partners’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 | $336K | Buy |
1,054
+9
| +0.9% | +$2.87K | 0.04% | 190 |
|
|
2025
Q1 | $281K | Hold |
1,045
| – | – | 0.03% | 198 |
|
|
2024
Q4 | $310K | Buy |
1,045
+17
| +2% | +$5.05K | 0.04% | 175 |
|
|
2024
Q3 | $279K | Hold |
1,028
| – | – | 0.03% | 186 |
|
|
2024
Q2 | $238K | Sell |
1,028
-19
| -2% | -$4.4K | 0.03% | 194 |
|
|
2024
Q1 | $238K | Buy |
+1,047
| New | +$238K | 0.03% | 197 |
|