Stephens Consulting’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 | $165K | Buy |
518
+17
| +3% | +$5.42K | 0.04% | 113 |
|
|
2025
Q1 | $135K | Buy |
501
+227
| +83% | +$61.1K | 0.03% | 116 |
|
|
2024
Q4 | $81.3K | Sell |
274
-7
| -2% | -$2.08K | 0.02% | 151 |
|
|
2024
Q3 | $76.2K | Sell |
281
-14
| -5% | -$3.8K | 0.02% | 148 |
|
|
2024
Q2 | $68.3K | Buy |
295
+37
| +14% | +$8.57K | 0.02% | 156 |
|
|
2024
Q1 | $58.7K | Hold |
258
| – | – | 0.02% | 167 |
|
|
2023
Q4 | $48.3K | Hold |
258
| – | – | 0.02% | 181 |
|
|
2023
Q3 | $38.5K | Hold |
258
| – | – | 0.02% | 189 |
|
|
2023
Q2 | $44.9K | Hold |
258
| – | – | 0.02% | 177 |
|
|
2023
Q1 | $42.6K | Hold |
258
| – | – | 0.03% | 186 |
|
|
2022
Q4 | $38.1K | Buy |
+258
| New | +$38.1K | 0.03% | 189 |
|