Soltis Investment Advisors’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 | $1.17M | Buy |
3,661
+1,458
| +66% | +$465K | 0.09% | 163 |
|
|
2025
Q1 | $593K | Buy |
2,203
+25
| +1% | +$6.73K | 0.05% | 219 |
|
|
2024
Q4 | $646K | Sell |
2,178
-148
| -6% | -$43.9K | 0.06% | 212 |
|
|
2024
Q3 | $631K | Buy |
2,326
+421
| +22% | +$114K | 0.06% | 206 |
|
|
2024
Q2 | $441K | Buy |
1,905
+179
| +10% | +$41.5K | 0.05% | 220 |
|
|
2024
Q1 | $393K | Buy |
1,726
+4
| +0.2% | +$911 | 0.04% | 225 |
|
|
2023
Q4 | $323K | Buy |
1,722
+67
| +4% | +$12.6K | 0.04% | 233 |
|
|
2023
Q3 | $247K | Sell |
1,655
-805
| -33% | -$120K | 0.03% | 238 |
|
|
2023
Q2 | $428K | Buy |
2,460
+1,085
| +79% | +$189K | 0.05% | 183 |
|
|
2023
Q1 | $227K | Buy |
+1,375
| New | +$227K | 0.03% | 236 |
|
|
2022
Q2 | – | Sell |
-1,214
| Closed | -$227K | – | 240 |
|
|
2022
Q1 | $227K | Buy |
+1,214
| New | +$227K | 0.03% | 228 |
|
|
2021
Q4 | – | Sell |
-1,208
| Closed | -$202K | – | 261 |
|
|
2021
Q3 | $202K | Buy |
+1,208
| New | +$202K | 0.03% | 229 |
|