Silvia McColl 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 | $385K | Hold |
1,207
| – | – | 0.28% | 79 |
|
|
2025
Q1 | $325K | Buy |
1,207
+42
| +4% | +$11.3K | 0.25% | 83 |
|
|
2024
Q4 | $346K | Hold |
1,165
| – | – | 0.26% | 79 |
|
|
2024
Q3 | $316K | Hold |
1,165
| – | – | 0.24% | 83 |
|
|
2024
Q2 | $270K | Hold |
1,165
| – | – | 0.22% | 87 |
|
|
2024
Q1 | $254K | Hold |
1,165
| – | – | 0.22% | 88 |
|
|
2023
Q4 | $218K | Buy |
+1,165
| New | +$218K | 0.2% | 95 |
|
|
2023
Q3 | – | Sell |
-1,165
| Closed | -$203K | – | 100 |
|
|
2023
Q2 | $203K | Buy |
+1,165
| New | +$203K | 0.19% | 101 |
|