Strategic Advocates’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 | $1.39M | Buy |
4,362
+1,342
| +44% | +$428K | 0.41% | 39 |
|
|
2025
Q1 | $813K | Buy |
3,020
+1,213
| +67% | +$326K | 0.28% | 58 |
|
|
2024
Q4 | $536K | Sell |
1,807
-572
| -24% | -$170K | 0.18% | 62 |
|
|
2024
Q3 | $645K | Sell |
2,379
-920
| -28% | -$250K | 0.23% | 64 |
|
|
2024
Q2 | $764K | Sell |
3,299
-2,201
| -40% | -$510K | 0.3% | 49 |
|
|
2024
Q1 | $1.25M | Sell |
5,500
-1,389
| -20% | -$316K | 0.48% | 40 |
|
|
2023
Q4 | $1.29M | Buy |
6,889
+181
| +3% | +$33.9K | 0.55% | 41 |
|
|
2023
Q3 | $1M | Buy |
+6,708
| New | +$1M | 0.47% | 46 |
|