Silverlake 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 | $560K | Buy |
1,757
+503
| +40% | +$160K | 0.16% | 148 |
|
|
2025
Q1 | $337K | Sell |
1,254
-2
| -0.2% | -$538 | 0.13% | 171 |
|
|
2024
Q4 | $373K | Sell |
1,256
-553
| -31% | -$164K | 0.14% | 163 |
|
|
2024
Q3 | $491K | Hold |
1,809
| – | – | 0.19% | 128 |
|
|
2024
Q2 | $419K | Sell |
1,809
-420
| -19% | -$97.3K | 0.17% | 147 |
|
|
2024
Q1 | $508K | Buy |
2,229
+100
| +5% | +$22.8K | 0.26% | 97 |
|
|
2023
Q4 | $399K | Sell |
2,129
-13
| -0.6% | -$2.44K | 0.22% | 126 |
|
|
2023
Q3 | $320K | Hold |
2,142
| – | – | 0.18% | 151 |
|
|
2023
Q2 | $373K | Hold |
2,142
| – | – | 0.21% | 129 |
|
|
2023
Q1 | $353K | Sell |
2,142
-115
| -5% | -$19K | 0.21% | 127 |
|
|
2022
Q4 | $334K | Buy |
2,257
+77
| +4% | +$11.4K | 0.21% | 128 |
|
|
2022
Q3 | $294K | Sell |
2,180
-200
| -8% | -$27K | 0.2% | 134 |
|
|
2022
Q2 | $330K | Buy |
2,380
+250
| +12% | +$34.7K | 0.22% | 122 |
|
|
2022
Q1 | $398K | Hold |
2,130
| – | – | 0.23% | 122 |
|
|
2021
Q4 | $348K | Buy |
+2,130
| New | +$348K | 0.19% | 135 |
|