Stone Summit 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 | $5.04M | Buy |
15,811
+157
| +1% | +$50.1K | 1.56% | 14 |
|
|
2025
Q1 | $4.21M | Sell |
15,654
-410
| -3% | -$110K | 1.43% | 19 |
|
|
2024
Q4 | $4.77M | Sell |
16,064
-891
| -5% | -$264K | 1.6% | 14 |
|
|
2024
Q3 | $4.6M | Sell |
16,955
-487
| -3% | -$132K | 1.48% | 17 |
|
|
2024
Q2 | $4.04M | Sell |
17,442
-295
| -2% | -$68.3K | 1.45% | 19 |
|
|
2024
Q1 | $4.04M | Sell |
17,737
-1,304
| -7% | -$297K | 1.4% | 17 |
|
|
2023
Q4 | $3.57M | Sell |
19,041
-1,015
| -5% | -$190K | 1.37% | 18 |
|
|
2023
Q3 | $2.99M | Sell |
20,056
-351
| -2% | -$52.4K | 1.28% | 20 |
|
|
2023
Q2 | $3.55M | Buy |
20,407
+520
| +3% | +$90.6K | 1.47% | 14 |
|
|
2023
Q1 | $3.28M | Sell |
19,887
-733
| -4% | -$121K | 1.46% | 16 |
|
|
2022
Q4 | $3.05M | Buy |
20,620
+714
| +4% | +$105K | 1.49% | 14 |
|
|
2022
Q3 | $2.69M | Buy |
19,906
+882
| +5% | +$119K | 1.65% | 15 |
|
|
2022
Q2 | $2.64M | Buy |
19,024
+1,785
| +10% | +$247K | 1.57% | 15 |
|
|
2022
Q1 | $3.22M | Buy |
17,239
+3,349
| +24% | +$626K | 1.81% | 13 |
|
|
2021
Q4 | $2.27M | Buy |
+13,890
| New | +$2.27M | 1.84% | 15 |
|