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Stegent Equity Advisors’s American Express AXP Stock Holding History

Stegent Equity Advisors’s Portfolio AXP Stock Details AXP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$421K Buy
1,320
+173
+15% +$55.2K 0.37% 86
2025
Q1 		$309K Sell
1,147
-53
-4% -$14.3K 0.31% 84
2024
Q4 		$356K Buy
1,200
+22
+2% +$6.53K 0.36% 67
2024
Q3 		$319K Buy
+1,178
New +$319K 0.35% 67