Souders Financial 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 | $1.52M | Sell |
4,755
-69
| -1% | -$22K | 0.19% | 65 |
|
|
2025
Q1 | $1.3M | Buy |
4,824
+736
| +18% | +$198K | 0.18% | 77 |
|
|
2024
Q4 | $1.21M | Buy |
4,088
+296
| +8% | +$87.9K | 0.17% | 94 |
|
|
2024
Q3 | $1.03M | Buy |
+3,792
| New | +$1.03M | 0.14% | 100 |
|
|
2022
Q3 | – | Sell |
-5,126
| Closed | -$711K | – | 145 |
|
|
2022
Q2 | $711K | Buy |
+5,126
| New | +$711K | 0.2% | 86 |
|