Sound Income Strategies’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 | $184K | Sell |
577
-79
| -12% | -$25.2K | 0.01% | 286 |
|
|
2025
Q1 | $177K | Buy |
656
+110
| +20% | +$29.6K | 0.01% | 302 |
|
|
2024
Q4 | $162K | Sell |
546
-618
| -53% | -$183K | 0.01% | 280 |
|
|
2024
Q3 | $316K | Buy |
1,164
+657
| +130% | +$178K | 0.02% | 193 |
|
|
2024
Q2 | $117K | Buy |
507
+11
| +2% | +$2.55K | 0.01% | 305 |
|
|
2024
Q1 | $113K | Buy |
496
+157
| +46% | +$35.7K | 0.01% | 288 |
|
|
2023
Q4 | $63.6K | Buy |
339
+80
| +31% | +$15K | 0.01% | 361 |
|
|
2023
Q3 | $38.6K | Sell |
259
-88
| -25% | -$13.1K | ﹤0.01% | 330 |
|
|
2023
Q2 | $60.4K | Hold |
347
| – | – | 0.01% | 280 |
|
|
2023
Q1 | $57.2K | Hold |
347
| – | – | 0.01% | 268 |
|
|
2022
Q4 | $51.3K | Buy |
347
+123
| +55% | +$18.2K | 0.01% | 255 |
|
|
2022
Q3 | $30K | Sell |
224
-6
| -3% | -$804 | ﹤0.01% | 297 |
|
|
2022
Q2 | $32K | Hold |
230
| – | – | ﹤0.01% | 278 |
|
|
2022
Q1 | $43K | Buy |
230
+6
| +3% | +$1.12K | ﹤0.01% | 247 |
|
|
2021
Q4 | $37K | Hold |
224
| – | – | ﹤0.01% | 267 |
|
|
2021
Q3 | $38K | Hold |
224
| – | – | ﹤0.01% | 255 |
|
|
2021
Q2 | $37K | Hold |
224
| – | – | 0.01% | 263 |
|
|
2021
Q1 | $31.7K | Hold |
224
| – | – | 0.01% | 285 |
|
|
2020
Q4 | $27K | Hold |
224
| – | – | 0.01% | 275 |
|
|
2020
Q3 | $22K | Hold |
224
| – | – | 0.01% | 278 |
|
|
2020
Q2 | $21K | Sell |
224
-105
| -32% | -$9.84K | 0.01% | 262 |
|
|
2020
Q1 | $28K | Buy |
329
+252
| +327% | +$21.4K | 0.01% | 194 |
|
|
2019
Q4 | $10K | Sell |
77
-86
| -53% | -$11.2K | ﹤0.01% | 330 |
|
|
2019
Q3 | $19K | Buy |
163
+86
| +112% | +$10K | 0.01% | 220 |
|
|
2019
Q2 | $10K | Buy |
+77
| New | +$10K | ﹤0.01% | 332 |
|
|
2018
Q4 | – | Sell |
-450
| Closed | -$48K | – | 674 |
|
|
2018
Q3 | $48K | Sell |
450
-2
| -0.4% | -$213 | 0.02% | 132 |
|
|
2018
Q2 | $44K | Buy |
452
+2
| +0.4% | +$195 | 0.03% | 124 |
|
|
2018
Q1 | $42K | Hold |
450
| – | – | 0.03% | 130 |
|
|
2017
Q4 | $43K | Buy |
+450
| New | +$43K | 0.03% | 99 |
|