Strategic Wealth Partners’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 | $3.08M | Buy |
+9,670
| New | +$3.08M | 0.24% | 83 |
|
|
2024
Q4 | $2.97M | Sell |
9,658
-1,300
| -12% | -$400K | 0.25% | 89 |
|
|
2024
Q3 | $2.97M | Buy |
10,958
+98
| +0.9% | +$26.6K | 0.29% | 89 |
|
|
2024
Q2 | $2.51M | Sell |
10,860
-23,370
| -68% | -$5.41M | 0.26% | 89 |
|
|
2024
Q1 | $7.79M | Buy |
34,230
+1,752
| +5% | +$399K | 0.86% | 30 |
|
|
2023
Q4 | $6.08M | Buy |
32,478
+5,018
| +18% | +$940K | 0.75% | 40 |
|
|
2023
Q3 | $4.1M | Buy |
27,460
+1,234
| +5% | +$184K | 0.54% | 47 |
|
|
2023
Q2 | $4.57M | Sell |
26,226
-477
| -2% | -$83.1K | 0.59% | 42 |
|
|
2023
Q1 | $4.4M | Buy |
26,703
+962
| +4% | +$159K | 0.68% | 33 |
|
|
2022
Q4 | $3.8M | Buy |
25,741
+2,430
| +10% | +$359K | 0.71% | 36 |
|
|
2022
Q3 | $3.14M | Buy |
23,311
+1,611
| +7% | +$217K | 0.67% | 41 |
|
|
2022
Q2 | $3.01M | Sell |
21,700
-949
| -4% | -$132K | 0.65% | 49 |
|
|
2022
Q1 | $4.24M | Buy |
22,649
+1,156
| +5% | +$216K | 0.83% | 29 |
|
|
2021
Q4 | $3.52M | Buy |
21,493
+2,036
| +10% | +$333K | 0.67% | 46 |
|
|
2021
Q3 | $3.26M | Buy |
19,457
+1,452
| +8% | +$243K | 0.96% | 18 |
|
|
2021
Q2 | $2.98M | Sell |
18,005
-478
| -3% | -$79K | 0.97% | 18 |
|
|
2021
Q1 | $2.61M | Buy |
18,483
+670
| +4% | +$94.8K | 1.04% | 21 |
|
|
2020
Q4 | $2.15M | Buy |
17,813
+511
| +3% | +$61.8K | 0.9% | 24 |
|
|
2020
Q3 | $1.74M | Sell |
17,302
-109
| -0.6% | -$10.9K | 0.88% | 24 |
|
|
2020
Q2 | $1.66M | Buy |
17,411
+3,572
| +26% | +$340K | 0.86% | 28 |
|
|
2020
Q1 | $1.72M | Buy |
+13,839
| New | +$1.72M | 0.9% | 25 |
|
|
2019
Q4 | – | Sell |
-14,706
| Closed | -$173K | – | 160 |
|
|
2019
Q3 | $173K | Sell |
14,706
-315
| -2% | -$3.71K | 0.89% | 36 |
|
|
2019
Q2 | $1.85M | Sell |
15,021
-1,237
| -8% | -$153K | 0.89% | 22 |
|
|
2019
Q1 | $1.81M | Buy |
16,258
+2,293
| +16% | +$256K | 0.83% | 26 |
|
|
2018
Q4 | $1.38M | Buy |
13,965
+20
| +0.1% | +$1.98K | 0.7% | 31 |
|
|
2018
Q3 | $1.49M | Buy |
13,945
+881
| +7% | +$93.8K | 0.79% | 34 |
|
|
2018
Q2 | $1.28M | Sell |
13,064
-1,292
| -9% | -$127K | 0.74% | 30 |
|
|
2018
Q1 | $1.34M | Buy |
14,356
+981
| +7% | +$91.5K | 0.69% | 39 |
|
|
2017
Q4 | $1.25M | Buy |
+13,375
| New | +$1.25M | 0.7% | 40 |
|