Simplicity Wealth’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 | $693K | Buy |
2,172
+1,202
| +124% | +$383K | 0.03% | 394 |
|
|
2025
Q1 | $261K | Sell |
970
-573
| -37% | -$154K | 0.02% | 451 |
|
|
2024
Q4 | $458K | Buy |
1,543
+142
| +10% | +$42.1K | 0.1% | 178 |
|
|
2024
Q3 | $380K | Sell |
1,401
-12,108
| -90% | -$3.28M | 0.04% | 351 |
|
|
2024
Q2 | $3.13M | Sell |
13,509
-716
| -5% | -$166K | 0.07% | 262 |
|
|
2024
Q1 | $3.24M | Buy |
+14,225
| New | +$3.24M | 0.08% | 257 |
|