TD Private Client Wealth’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 | $4.49M | Buy |
14,090
+268
| +2% | +$85.5K | 0.11% | 136 |
|
|
2025
Q1 | $3.72M | Sell |
13,822
-1
| -0% | -$269 | 0.1% | 142 |
|
|
2024
Q4 | $4.1M | Buy |
13,823
+29
| +0.2% | +$8.61K | 0.11% | 132 |
|
|
2024
Q3 | $3.74M | Buy |
13,794
+870
| +7% | +$236K | 0.11% | 143 |
|
|
2024
Q2 | $2.99M | Sell |
12,924
-3,598
| -22% | -$833K | 0.09% | 159 |
|
|
2024
Q1 | $3.76M | Buy |
16,522
+2,975
| +22% | +$677K | 0.12% | 132 |
|
|
2023
Q4 | $2.54M | Buy |
13,547
+49
| +0.4% | +$9.18K | 0.09% | 183 |
|
|
2023
Q3 | $2.01M | Sell |
13,498
-10,253
| -43% | -$1.53M | 0.09% | 205 |
|
|
2023
Q2 | $4.14M | Buy |
23,751
+1,107
| +5% | +$193K | 0.18% | 125 |
|
|
2023
Q1 | $3.74M | Buy |
22,644
+4,267
| +23% | +$704K | 0.17% | 138 |
|
|
2022
Q4 | $2.72M | Sell |
18,377
-2,210
| -11% | -$327K | 0.13% | 162 |
|
|
2022
Q3 | $2.78M | Buy |
20,587
+296
| +1% | +$39.9K | 0.14% | 148 |
|
|
2022
Q2 | $2.81M | Buy |
20,291
+102
| +0.5% | +$14.1K | 0.14% | 156 |
|
|
2022
Q1 | $3.78M | Buy |
20,189
+13,974
| +225% | +$2.61M | 0.16% | 139 |
|
|
2021
Q4 | $1.02M | Sell |
6,215
-414
| -6% | -$67.7K | 0.04% | 337 |
|
|
2021
Q3 | $1.11M | Sell |
6,629
-2,568
| -28% | -$430K | 0.05% | 319 |
|
|
2021
Q2 | $1.52M | Sell |
9,197
-2,168
| -19% | -$358K | 0.06% | 275 |
|
|
2021
Q1 | $1.61M | Sell |
11,365
-312
| -3% | -$44.1K | 0.08% | 262 |
|
|
2020
Q4 | $1.41M | Sell |
11,677
-196
| -2% | -$23.7K | 0.07% | 266 |
|
|
2020
Q3 | $1.19M | Sell |
11,873
-1,806
| -13% | -$181K | 0.07% | 268 |
|
|
2020
Q2 | $1.3M | Buy |
13,679
+8,038
| +142% | +$765K | 0.08% | 249 |
|
|
2020
Q1 | $483K | Sell |
5,641
-647
| -10% | -$55.4K | 0.03% | 327 |
|
|
2019
Q4 | $783K | Buy |
+6,288
| New | +$783K | 0.05% | 296 |
|