Spire 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 | $1.95M | Sell |
6,112
-1,703
| -22% | -$543K | 0.07% | 235 |
|
|
2025
Q1 | $2.1M | Buy |
7,815
+4,254
| +119% | +$1.14M | 0.07% | 257 |
|
|
2024
Q4 | $1.06M | Buy |
3,561
+241
| +7% | +$71.5K | 0.03% | 377 |
|
|
2024
Q3 | $900K | Sell |
3,320
-473
| -12% | -$128K | 0.03% | 394 |
|
|
2024
Q2 | $878K | Sell |
3,793
-522
| -12% | -$121K | 0.03% | 366 |
|
|
2024
Q1 | $983K | Buy |
4,315
+42
| +1% | +$9.56K | 0.02% | 380 |
|
|
2023
Q4 | $783K | Buy |
4,273
+209
| +5% | +$38.3K | 0.03% | 417 |
|
|
2023
Q3 | $606K | Sell |
4,064
-184
| -4% | -$27.4K | 0.02% | 439 |
|
|
2023
Q2 | $740K | Buy |
4,248
+195
| +5% | +$34K | 0.03% | 405 |
|
|
2023
Q1 | $669K | Buy |
4,053
+1,605
| +66% | +$265K | 0.03% | 425 |
|
|
2022
Q4 | $362K | Buy |
2,448
+770
| +46% | +$114K | 0.02% | 424 |
|
|
2022
Q3 | $226K | Sell |
1,678
-3,126
| -65% | -$421K | 0.01% | 496 |
|
|
2022
Q2 | $666K | Sell |
4,804
-6,869
| -59% | -$952K | 0.03% | 407 |
|
|
2022
Q1 | $2.18M | Buy |
11,673
+2,583
| +28% | +$483K | 0.06% | 252 |
|
|
2021
Q4 | $1.49M | Buy |
9,090
+4,755
| +110% | +$778K | 0.03% | 363 |
|
|
2021
Q3 | $726K | Buy |
4,335
+120
| +3% | +$20.1K | 0.02% | 487 |
|
|
2021
Q2 | $697K | Sell |
4,215
-3,674
| -47% | -$608K | 0.02% | 519 |
|
|
2021
Q1 | $1.13M | Buy |
+7,889
| New | +$1.13M | 0.03% | 406 |
|