Silver Oak Securities’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 | $516K | Buy |
1,618
+44
| +3% | +$14K | 0.04% | 398 |
|
|
2025
Q1 | $418K | Buy |
1,574
+150
| +11% | +$39.8K | 0.04% | 414 |
|
|
2024
Q4 | $423K | Buy |
1,424
+35
| +3% | +$10.4K | 0.04% | 421 |
|
|
2024
Q3 | $374K | Buy |
1,389
+31
| +2% | +$8.35K | 0.04% | 379 |
|
|
2024
Q2 | $314K | Buy |
1,358
+209
| +18% | +$48.4K | 0.05% | 282 |
|
|
2024
Q1 | $262K | Sell |
1,149
-1
| -0.1% | -$228 | 0.04% | 319 |
|
|
2023
Q4 | $215K | Buy |
+1,150
| New | +$215K | 0.03% | 448 |
|
|
2022
Q2 | – | Sell |
-1,533
| Closed | -$282K | – | 282 |
|
|
2022
Q1 | $282K | Buy |
+1,533
| New | +$282K | 0.06% | 243 |
|