Stephenson & Company’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 | $293K | Hold |
918
| – | – | 0.18% | 30 |
|
|
2025
Q1 | $247K | Hold |
918
| – | – | 0.16% | 32 |
|
|
2024
Q4 | $272K | Hold |
918
| – | – | 0.18% | 29 |
|
|
2024
Q3 | $249K | Hold |
918
| – | – | 0.17% | 33 |
|
|
2024
Q2 | $213K | Hold |
918
| – | – | 0.16% | 35 |
|
|
2024
Q1 | $209K | Buy |
+918
| New | +$209K | 0.15% | 37 |
|