Stratos Wealth Advisors’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 | $1.69M | Buy |
5,309
+131
| +3% | +$41.8K | 0.09% | 236 |
|
|
2025
Q1 | $1.39M | Sell |
5,178
-470
| -8% | -$126K | 0.08% | 255 |
|
|
2024
Q4 | $1.68M | Sell |
5,648
-601
| -10% | -$178K | 0.08% | 241 |
|
|
2024
Q3 | $1.69M | Sell |
6,249
-37
| -0.6% | -$10K | 0.08% | 268 |
|
|
2024
Q2 | $1.46M | Buy |
6,286
+3,588
| +133% | +$831K | 0.07% | 259 |
|
|
2024
Q1 | $615K | Buy |
2,698
+491
| +22% | +$112K | 0.04% | 419 |
|
|
2023
Q4 | $413K | Sell |
2,207
-409
| -16% | -$76.6K | 0.02% | 494 |
|
|
2023
Q3 | $390K | Buy |
2,616
+1,149
| +78% | +$171K | 0.03% | 470 |
|
|
2023
Q2 | $256K | Buy |
1,467
+96
| +7% | +$16.7K | 0.02% | 550 |
|
|
2023
Q1 | $226K | Buy |
+1,371
| New | +$226K | 0.02% | 558 |
|
|
2022
Q4 | – | Sell |
-1,725
| Closed | -$233K | – | 564 |
|
|
2022
Q3 | $233K | Sell |
1,725
-83
| -5% | -$11.2K | 0.02% | 454 |
|
|
2022
Q2 | $251K | Buy |
1,808
+10
| +0.6% | +$1.39K | 0.02% | 455 |
|
|
2022
Q1 | $336K | Buy |
1,798
+10
| +0.6% | +$1.87K | 0.03% | 437 |
|
|
2021
Q4 | $293K | Buy |
1,788
+99
| +6% | +$16.2K | 0.02% | 467 |
|
|
2021
Q3 | $283K | Sell |
1,689
-270
| -14% | -$45.2K | 0.02% | 433 |
|
|
2021
Q2 | $324K | Sell |
1,959
-59
| -3% | -$9.76K | 0.03% | 425 |
|
|
2021
Q1 | $285K | Buy |
2,018
+219
| +12% | +$30.9K | 0.03% | 404 |
|
|
2020
Q4 | $218K | Buy |
+1,799
| New | +$218K | 0.03% | 372 |
|
|
2020
Q3 | – | Sell |
-2,661
| Closed | -$253K | – | 305 |
|
|
2020
Q2 | $253K | Buy |
+2,661
| New | +$253K | 0.08% | 235 |
|
|
2020
Q1 | – | Sell |
-1,850
| Closed | -$230K | – | 292 |
|
|
2019
Q4 | $230K | Sell |
1,850
-3,551
| -66% | -$441K | 0.13% | 148 |
|
|
2019
Q3 | $639K | Buy |
5,401
+291
| +6% | +$34.4K | 0.24% | 98 |
|
|
2019
Q2 | $631K | Sell |
5,110
-380
| -7% | -$46.9K | 0.25% | 93 |
|
|
2019
Q1 | $600K | Sell |
5,490
-528
| -9% | -$57.7K | 0.32% | 84 |
|
|
2018
Q4 | $574K | Buy |
+6,018
| New | +$574K | 0.38% | 75 |
|