Sterling 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 | $1.64M | Buy |
+5,136
| New | +$1.64M | 0.56% | 32 |
|
|
2024
Q4 | $1.52M | Hold |
5,128
| – | – | 0.56% | 31 |
|
|
2024
Q3 | $1.39M | Hold |
5,128
| – | – | 0.52% | 33 |
|
|
2024
Q2 | $1.19M | Hold |
5,128
| – | – | 0.56% | 32 |
|
|
2024
Q1 | $1.17M | Hold |
5,128
| – | – | 0.58% | 29 |
|
|
2023
Q4 | $961K | Buy |
+5,128
| New | +$961K | 0.54% | 27 |
|