Stonebrook Private’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 | $1.8M | Buy |
5,638
+70
| +1% | +$22.3K | 0.42% | 64 |
|
|
2025
Q1 | $1.5M | Buy |
5,568
+55
| +1% | +$14.8K | 0.39% | 66 |
|
|
2024
Q4 | $1.64M | Buy |
5,513
+52
| +1% | +$15.4K | 0.43% | 65 |
|
|
2024
Q3 | $1.48M | Sell |
5,461
-251
| -4% | -$68.1K | 0.39% | 67 |
|
|
2024
Q2 | $1.32M | Buy |
5,712
+55
| +1% | +$12.7K | 0.38% | 65 |
|
|
2024
Q1 | $1.29M | Buy |
5,657
+71
| +1% | +$16.2K | 0.38% | 65 |
|
|
2023
Q4 | $1.05M | Buy |
+5,586
| New | +$1.05M | 0.35% | 61 |
|