Strait & Sound 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 | $353K | Hold |
1,107
| – | – | 0.15% | 108 |
|
|
2025
Q1 | $298K | Hold |
1,107
| – | – | 0.14% | 119 |
|
|
2024
Q4 | $329K | Hold |
1,107
| – | – | 0.15% | 104 |
|
|
2024
Q3 | $300K | Sell |
1,107
-275
| -20% | -$74.6K | 0.15% | 108 |
|
|
2024
Q2 | $320K | Sell |
1,382
-45
| -3% | -$10.4K | 0.16% | 100 |
|
|
2024
Q1 | $311K | Hold |
1,427
| – | – | 0.17% | 91 |
|
|
2023
Q4 | $258K | Hold |
1,427
| – | – | 0.16% | 105 |
|
|
2023
Q3 | $213K | Buy |
1,427
+45
| +3% | +$6.71K | 0.18% | 121 |
|
|
2023
Q2 | $241K | Hold |
1,382
| – | – | 0.24% | 94 |
|
|
2023
Q1 | $228K | Buy |
1,382
+64
| +5% | +$10.6K | 0.23% | 101 |
|
|
2022
Q4 | $203K | Buy |
+1,318
| New | +$203K | 0.22% | 107 |
|