Symphony Financial’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 | $2.14M | Buy |
+7,823
| New | +$2.14M | 0.28% | 73 |
|
|
2025
Q1 | – | Sell |
-6,498
| Closed | -$2.07M | – | 103 |
|
|
2024
Q4 | $2.07M | Buy |
6,498
+37
| +0.6% | +$11.8K | 0.32% | 67 |
|
|
2024
Q3 | $1.75M | Sell |
6,461
-277
| -4% | -$75.1K | 0.29% | 74 |
|
|
2024
Q2 | $1.54M | Sell |
6,738
-41
| -0.6% | -$9.37K | 0.28% | 73 |
|
|
2024
Q1 | $1.54M | Sell |
6,779
-240
| -3% | -$54.6K | 0.36% | 65 |
|
|
2023
Q4 | $1.27M | Buy |
+7,019
| New | +$1.27M | 0.27% | 77 |
|
|
2023
Q3 | – | Sell |
-5,867
| Closed | -$1.01M | – | 166 |
|
|
2023
Q2 | $1.01M | Buy |
5,867
+177
| +3% | +$30.5K | 0.25% | 79 |
|
|
2023
Q1 | $924K | Buy |
5,690
+321
| +6% | +$52.1K | 0.24% | 82 |
|
|
2022
Q4 | $808K | Buy |
5,369
+228
| +4% | +$34.3K | 0.21% | 91 |
|
|
2022
Q3 | $708K | Buy |
5,141
+651
| +14% | +$89.7K | 0.23% | 95 |
|
|
2022
Q2 | $626K | Buy |
4,490
+307
| +7% | +$42.8K | 0.19% | 109 |
|
|
2022
Q1 | $763K | Buy |
4,183
+234
| +6% | +$42.7K | 0.18% | 101 |
|
|
2021
Q4 | $664K | Buy |
3,949
+753
| +24% | +$127K | 0.18% | 97 |
|
|
2021
Q3 | $548K | Sell |
3,196
-889
| -22% | -$152K | 0.19% | 90 |
|
|
2021
Q2 | $675K | Sell |
4,085
-204
| -5% | -$33.7K | 0.23% | 75 |
|
|
2021
Q1 | $627K | Buy |
4,289
+674
| +19% | +$98.5K | 0.17% | 93 |
|
|
2020
Q4 | $427K | Sell |
3,615
-3,079
| -46% | -$364K | 0.15% | 102 |
|
|
2020
Q3 | $671K | Buy |
6,694
+496
| +8% | +$49.7K | 0.27% | 59 |
|
|
2020
Q2 | $590K | Buy |
6,198
+2,848
| +85% | +$271K | 0.29% | 63 |
|
|
2020
Q1 | $302K | Buy |
+3,350
| New | +$302K | 0.21% | 72 |
|