Slocum, Gordon & Co’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 | $229K | Hold |
718
| – | – | 0.18% | 51 |
|
|
2025
Q1 | $193K | Hold |
718
| – | – | 0.14% | 54 |
|
|
2024
Q4 | $213K | Hold |
718
| – | – | 0.18% | 53 |
|
|
2024
Q3 | $195K | Hold |
718
| – | – | 0.08% | 60 |
|
|
2024
Q2 | $166K | Buy |
718
+245
| +52% | +$56.7K | 0.12% | 60 |
|
|
2024
Q1 | $108K | Sell |
473
-60
| -11% | -$13.7K | 0.08% | 67 |
|
|
2023
Q4 | $99.9K | Hold |
533
| – | – | 0.09% | 65 |
|
|
2023
Q3 | $79.5K | Hold |
533
| – | – | 0.07% | 74 |
|
|
2023
Q2 | $92.8K | Hold |
533
| – | – | 0.07% | 67 |
|
|
2023
Q1 | $87.9K | Hold |
533
| – | – | 0.07% | 66 |
|
|
2022
Q4 | $78.8K | Buy |
+533
| New | +$78.8K | 0.05% | 67 |
|