Smartleaf Asset Management’s American Express AXP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.04M | Sell |
6,423
-979
| -13% | -$311K | 0.18% | 114 |
|
|
2025
Q1 | $1.97M | Buy |
7,402
+246
| +3% | +$65.3K | 0.19% | 120 |
|
|
2024
Q4 | $2.13M | Buy |
7,156
+1,795
| +33% | +$534K | 0.22% | 99 |
|
|
2024
Q3 | $1.45M | Buy |
5,361
+1,746
| +48% | +$473K | 0.18% | 134 |
|
|
2024
Q2 | $826K | Buy |
3,615
+727
| +25% | +$166K | 0.14% | 175 |
|
|
2024
Q1 | $658K | Buy |
2,888
+727
| +34% | +$166K | 0.13% | 188 |
|
|
2023
Q4 | $403K | Buy |
+2,161
| New | +$403K | 0.11% | 195 |
|