SteelPeak Wealth’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 | $977K | Sell |
3,062
-578
| -16% | -$184K | 0.04% | 255 |
|
|
2025
Q1 | $979K | Buy |
3,640
+15
| +0.4% | +$4.04K | 0.04% | 243 |
|
|
2024
Q4 | $1.08M | Buy |
3,625
+692
| +24% | +$205K | 0.04% | 224 |
|
|
2024
Q3 | $795K | Sell |
2,933
-20,744
| -88% | -$5.62M | 0.03% | 252 |
|
|
2024
Q2 | $5.48M | Sell |
23,677
-216
| -0.9% | -$50K | 0.25% | 80 |
|
|
2024
Q1 | $5.44M | Buy |
23,893
+20,820
| +678% | +$4.74M | 0.27% | 73 |
|
|
2023
Q4 | $576K | Sell |
3,073
-280
| -8% | -$52.4K | 0.03% | 253 |
|
|
2023
Q3 | $500K | Sell |
3,353
-1,506
| -31% | -$225K | 0.03% | 250 |
|
|
2023
Q2 | $846K | Buy |
4,859
+260
| +6% | +$45.3K | 0.05% | 190 |
|
|
2023
Q1 | $759K | Sell |
4,599
-147
| -3% | -$24.2K | 0.05% | 186 |
|
|
2022
Q4 | $701K | Sell |
4,746
-2,851
| -38% | -$421K | 0.05% | 202 |
|
|
2022
Q3 | $1.03M | Buy |
7,597
+1,714
| +29% | +$231K | 0.08% | 165 |
|
|
2022
Q2 | $819K | Buy |
5,883
+2,241
| +62% | +$312K | 0.06% | 189 |
|
|
2022
Q1 | $681K | Sell |
3,642
-9,092
| -71% | -$1.7M | 0.04% | 227 |
|
|
2021
Q4 | $2.08M | Sell |
12,734
-8,859
| -41% | -$1.45M | 0.12% | 113 |
|
|
2021
Q3 | $3.62M | Buy |
21,593
+16,971
| +367% | +$2.84M | 0.24% | 78 |
|
|
2021
Q2 | $764K | Sell |
4,622
-1,120
| -20% | -$185K | 0.05% | 197 |
|
|
2021
Q1 | $812K | Buy |
5,742
+247
| +4% | +$34.9K | 0.06% | 174 |
|
|
2020
Q4 | $664K | Buy |
5,495
+1,691
| +44% | +$204K | 0.06% | 181 |
|
|
2020
Q3 | $381K | Sell |
3,804
-2,384
| -39% | -$239K | 0.04% | 189 |
|
|
2020
Q2 | $589K | Sell |
6,188
-213
| -3% | -$20.3K | 0.07% | 154 |
|
|
2020
Q1 | $548K | Sell |
6,401
-169
| -3% | -$14.5K | 0.09% | 146 |
|
|
2019
Q4 | $818K | Buy |
+6,570
| New | +$818K | 0.11% | 151 |
|