Signature Estate & Investment 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 | $737K | Buy |
2,309
+77
| +3% | +$24.6K | 0.02% | 283 |
|
|
2025
Q1 | $601K | Buy |
2,232
+76
| +4% | +$20.5K | 0.02% | 303 |
|
|
2024
Q4 | $640K | Sell |
2,156
-439
| -17% | -$130K | 0.02% | 286 |
|
|
2024
Q3 | $704K | Buy |
2,595
+57
| +2% | +$15.5K | 0.02% | 255 |
|
|
2024
Q2 | $588K | Buy |
+2,538
| New | +$588K | 0.01% | 273 |
|
|
2022
Q2 | – | Sell |
-1,238
| Closed | -$232K | – | 170 |
|
|
2022
Q1 | $232K | Sell |
1,238
-18
| -1% | -$3.37K | 0.01% | 152 |
|
|
2021
Q4 | $206K | Sell |
1,256
-2
| -0.2% | -$328 | 0.01% | 160 |
|
|
2021
Q3 | $211K | Buy |
1,258
+20
| +2% | +$3.36K | 0.01% | 156 |
|
|
2021
Q2 | $205K | Buy |
+1,238
| New | +$205K | 0.01% | 158 |
|