Sovereign Financial Group’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 | $563K | Buy |
1,764
+153
| +9% | +$48.8K | 0.12% | 160 |
|
|
2025
Q1 | $433K | Buy |
1,611
+3
| +0.2% | +$807 | 0.1% | 179 |
|
|
2024
Q4 | $477K | Buy |
1,608
+141
| +10% | +$41.9K | 0.11% | 167 |
|
|
2024
Q3 | $398K | Buy |
1,467
+38
| +3% | +$10.3K | 0.09% | 195 |
|
|
2024
Q2 | $331K | Sell |
1,429
-58
| -4% | -$13.4K | 0.08% | 205 |
|
|
2024
Q1 | $339K | Buy |
1,487
+106
| +8% | +$24.1K | 0.09% | 198 |
|
|
2023
Q4 | $259K | Sell |
1,381
-37
| -3% | -$6.93K | 0.08% | 205 |
|
|
2023
Q3 | $212K | Buy |
1,418
+89
| +7% | +$13.3K | 0.08% | 214 |
|
|
2023
Q2 | $232K | Buy |
+1,329
| New | +$232K | 0.08% | 212 |
|