Stratos 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 | $9.3M | Sell |
29,148
-1,259
| -4% | -$402K | 0.13% | 169 |
|
|
2025
Q1 | $8.18M | Sell |
30,407
-31
| -0.1% | -$8.34K | 0.12% | 170 |
|
|
2024
Q4 | $9.03M | Buy |
30,438
+565
| +2% | +$168K | 0.13% | 162 |
|
|
2024
Q3 | $8.1M | Sell |
29,873
-2,532
| -8% | -$687K | 0.12% | 183 |
|
|
2024
Q2 | $7.5M | Buy |
32,405
+2,229
| +7% | +$516K | 0.12% | 174 |
|
|
2024
Q1 | $6.87M | Sell |
30,176
-717
| -2% | -$163K | 0.11% | 187 |
|
|
2023
Q4 | $5.79M | Buy |
30,893
+104
| +0.3% | +$19.5K | 0.11% | 199 |
|
|
2023
Q3 | $4.59M | Buy |
30,789
+2,892
| +10% | +$431K | 0.1% | 213 |
|
|
2023
Q2 | $4.86M | Buy |
27,897
+1,203
| +5% | +$210K | 0.11% | 199 |
|
|
2023
Q1 | $4.4M | Sell |
26,694
-2,874
| -10% | -$474K | 0.12% | 177 |
|
|
2022
Q4 | $4.37M | Buy |
29,568
+61
| +0.2% | +$9.01K | 0.11% | 195 |
|
|
2022
Q3 | $3.98M | Sell |
29,507
-376
| -1% | -$50.7K | 0.11% | 186 |
|
|
2022
Q2 | $4.14M | Sell |
29,883
-2,339
| -7% | -$324K | 0.1% | 193 |
|
|
2022
Q1 | $6.03M | Buy |
32,222
+4,526
| +16% | +$846K | 0.13% | 156 |
|
|
2021
Q4 | $4.53M | Buy |
27,696
+1,035
| +4% | +$169K | 0.1% | 198 |
|
|
2021
Q3 | $4.47M | Sell |
26,661
-854
| -3% | -$143K | 0.11% | 194 |
|
|
2021
Q2 | $4.55M | Buy |
27,515
+2,060
| +8% | +$340K | 0.11% | 197 |
|
|
2021
Q1 | $3.6M | Sell |
25,455
-243
| -0.9% | -$34.4K | 0.1% | 206 |
|
|
2020
Q4 | $3.11M | Sell |
25,698
-459
| -2% | -$55.5K | 0.09% | 214 |
|
|
2020
Q3 | $2.62M | Buy |
26,157
+4,041
| +18% | +$405K | 0.09% | 229 |
|
|
2020
Q2 | $2.11M | Buy |
22,116
+2,507
| +13% | +$239K | 0.08% | 250 |
|
|
2020
Q1 | $1.68M | Buy |
19,609
+376
| +2% | +$32.2K | 0.08% | 242 |
|
|
2019
Q4 | $2.39M | Buy |
19,233
+135
| +0.7% | +$16.8K | 0.09% | 220 |
|
|
2019
Q3 | $2.26M | Buy |
19,098
+404
| +2% | +$47.8K | 0.1% | 222 |
|
|
2019
Q2 | $2.31M | Sell |
18,694
-831
| -4% | -$103K | 0.1% | 209 |
|
|
2019
Q1 | $2.13M | Buy |
19,525
+444
| +2% | +$48.5K | 0.1% | 216 |
|
|
2018
Q4 | $1.82M | Buy |
+19,081
| New | +$1.82M | 0.09% | 228 |
|
|
2018
Q3 | – | Sell |
-18,703
| Closed | -$1.83M | – | 2970 |
|
|
2018
Q2 | $1.83M | Sell |
18,703
-5,417
| -22% | -$531K | 0.08% | 249 |
|
|
2018
Q1 | $2.25M | Sell |
24,120
-2,729
| -10% | -$255K | 0.09% | 223 |
|
|
2017
Q4 | $2.67M | Sell |
26,849
-6,456
| -19% | -$641K | 0.12% | 183 |
|
|
2017
Q3 | $3.01M | Buy |
+33,305
| New | +$3.01M | 0.14% | 153 |
|
|
2017
Q1 | – | Sell |
-25,818
| Closed | -$1.91M | – | 807 |
|
|
2016
Q4 | $1.91M | Buy |
25,818
+1,534
| +6% | +$114K | 0.12% | 170 |
|
|
2016
Q3 | $1.56M | Buy |
24,284
+7,546
| +45% | +$483K | 0.1% | 183 |
|
|
2016
Q2 | $1.02M | Buy |
+16,738
| New | +$1.02M | 0.08% | 217 |
|
|
2016
Q1 | – | Sell |
-21,673
| Closed | -$1.51M | – | 595 |
|
|
2015
Q4 | $1.51M | Buy |
+21,673
| New | +$1.51M | 0.13% | 138 |
|
|
2014
Q3 | – | Sell |
-5,833
| Closed | -$551K | – | 332 |
|
|
2014
Q2 | $551K | Buy |
+5,833
| New | +$551K | 0.18% | 138 |
|