Strategic Planning Group’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 | $3.94M | Buy |
12,358
+622
| +5% | +$198K | 0.64% | 58 |
|
|
2025
Q1 | $3.16M | Buy |
11,736
+77
| +0.7% | +$20.7K | 0.62% | 61 |
|
|
2024
Q4 | $3.46M | Buy |
11,659
+297
| +3% | +$88.1K | 0.64% | 52 |
|
|
2024
Q3 | $3.08M | Buy |
11,362
+561
| +5% | +$152K | 0.61% | 58 |
|
|
2024
Q2 | $2.5M | Buy |
10,801
+875
| +9% | +$203K | 0.55% | 62 |
|
|
2024
Q1 | $2.26M | Buy |
9,926
+995
| +11% | +$227K | 0.57% | 60 |
|
|
2023
Q4 | $1.67M | Buy |
+8,931
| New | +$1.67M | 0.56% | 62 |
|