Tanager Wealth Management’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 | $721K | Sell |
2,260
-536
| -19% | -$171K | 0.09% | 63 |
|
|
2025
Q1 | $752K | Sell |
2,796
-494
| -15% | -$133K | 0.1% | 55 |
|
|
2024
Q4 | $976K | Sell |
3,290
-85
| -3% | -$25.2K | 0.13% | 43 |
|
|
2024
Q3 | $915K | Sell |
3,375
-11
| -0.3% | -$2.98K | 0.12% | 41 |
|
|
2024
Q2 | $784K | Hold |
3,386
| – | – | 0.12% | 45 |
|
|
2024
Q1 | $771K | Buy |
3,386
+209
| +7% | +$47.6K | 0.12% | 45 |
|
|
2023
Q4 | $595K | Sell |
3,177
-117
| -4% | -$21.9K | 0.11% | 47 |
|
|
2023
Q3 | $491K | Buy |
3,294
+146
| +5% | +$21.8K | 0.1% | 48 |
|
|
2023
Q2 | $548K | Buy |
3,148
+118
| +4% | +$20.6K | 0.12% | 50 |
|
|
2023
Q1 | $500K | Sell |
3,030
-266
| -8% | -$43.9K | 0.12% | 47 |
|
|
2022
Q4 | $487K | Buy |
3,296
+304
| +10% | +$44.9K | 0.13% | 48 |
|
|
2022
Q3 | $404K | Buy |
+2,992
| New | +$404K | 0.32% | 28 |
|