Strategic Wealth Investment 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 | $1.07M | Buy |
3,357
+150
| +5% | +$47.8K | 1.55% | 24 |
|
|
2025
Q1 | $863K | Sell |
3,207
-38,595
| -92% | -$10.4M | 1.5% | 27 |
|
|
2024
Q4 | $12.4M | Buy |
41,802
+869
| +2% | +$258K | 1.37% | 22 |
|
|
2024
Q3 | $11M | Buy |
40,933
+2,778
| +7% | +$746K | 1.18% | 28 |
|
|
2024
Q2 | $8.92M | Buy |
+38,155
| New | +$8.92M | 1.13% | 28 |
|
|
2023
Q4 | $11.5M | Buy |
61,324
+6,331
| +12% | +$1.19M | 1.73% | 19 |
|
|
2023
Q3 | $8.2M | Buy |
54,993
+7,304
| +15% | +$1.09M | 1.49% | 24 |
|
|
2023
Q2 | $8.31M | Buy |
47,689
+8,355
| +21% | +$1.46M | 1.32% | 24 |
|
|
2023
Q1 | $6.49M | Buy |
39,334
+6,233
| +19% | +$1.03M | 1.2% | 26 |
|
|
2022
Q4 | $4.98M | Buy |
33,101
+5,023
| +18% | +$756K | 1.15% | 29 |
|
|
2022
Q3 | $3.79M | Buy |
28,078
+977
| +4% | +$132K | 1.09% | 26 |
|
|
2022
Q2 | $3.76M | Sell |
27,101
-1,997
| -7% | -$277K | 0.94% | 36 |
|
|
2022
Q1 | $5.44M | Buy |
29,098
+3,764
| +15% | +$704K | 1.3% | 19 |
|
|
2021
Q4 | $4.15M | Buy |
25,334
+2,894
| +13% | +$473K | 1.08% | 29 |
|
|
2021
Q3 | $3.79M | Buy |
22,440
+4,219
| +23% | +$712K | 1.13% | 23 |
|
|
2021
Q2 | $3.01M | Buy |
18,221
+4,591
| +34% | +$759K | 1.07% | 27 |
|
|
2021
Q1 | $1.93M | Buy |
13,630
+3,077
| +29% | +$435K | 0.92% | 32 |
|
|
2020
Q4 | $1.28M | Buy |
10,553
+1,011
| +11% | +$122K | 0.75% | 36 |
|
|
2020
Q3 | $957K | Buy |
9,542
+996
| +12% | +$99.9K | 0.72% | 35 |
|
|
2020
Q2 | $814K | Buy |
8,546
+2,831
| +50% | +$270K | 0.8% | 35 |
|
|
2020
Q1 | $489K | Buy |
5,715
+398
| +7% | +$34.1K | 0.8% | 31 |
|
|
2019
Q4 | $662K | Buy |
+5,317
| New | +$662K | 0.69% | 33 |
|