Spartan Planning & Wealth Management’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 | $385K | Buy |
+1,208
| New | +$385K | 0.33% | 52 |
|
|
2025
Q1 | – | Sell |
-1,058
| Closed | -$314K | – | 67 |
|
|
2024
Q4 | $314K | Buy |
+1,058
| New | +$314K | 0.29% | 52 |
|
|
2023
Q4 | $215K | Buy |
+1,147
| New | +$215K | 0.23% | 54 |
|
|
2022
Q4 | $1.18K | Buy |
+8
| New | +$1.18K | ﹤0.01% | 131 |
|
|
2022
Q2 | – | Sell |
-3,167
| Closed | -$592K | – | 95 |
|
|
2022
Q1 | $592K | Buy |
+3,167
| New | +$592K | 0.74% | 23 |
|