Teamwork Financial 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 | $4.6M | Buy |
14,417
+489
| +4% | +$156K | 0.53% | 31 |
|
|
2025
Q1 | $3.75M | Sell |
13,928
-4,285
| -24% | -$1.15M | 0.5% | 34 |
|
|
2024
Q4 | $5.41M | Buy |
18,213
+482
| +3% | +$143K | 0.7% | 32 |
|
|
2024
Q3 | $4.81M | Buy |
17,731
+756
| +4% | +$205K | 0.67% | 33 |
|
|
2024
Q2 | $3.93M | Buy |
16,975
+3,490
| +26% | +$808K | 0.58% | 36 |
|
|
2024
Q1 | $3.07M | Buy |
13,485
+723
| +6% | +$165K | 0.47% | 42 |
|
|
2023
Q4 | $2.39M | Sell |
12,762
-27,940
| -69% | -$5.23M | 0.41% | 42 |
|
|
2023
Q3 | $6.07M | Buy |
40,702
+2,777
| +7% | +$414K | 0.99% | 26 |
|
|
2023
Q2 | $6.61M | Buy |
37,925
+3,673
| +11% | +$640K | 1.07% | 21 |
|
|
2023
Q1 | $5.65M | Buy |
34,252
+25,179
| +278% | +$4.15M | 1.04% | 21 |
|
|
2022
Q4 | $1.34M | Sell |
9,073
-23,355
| -72% | -$3.45M | 0.27% | 61 |
|
|
2022
Q3 | $4.38M | Buy |
32,428
+6,008
| +23% | +$811K | 0.94% | 18 |
|
|
2022
Q2 | $3.66M | Buy |
26,420
+5,325
| +25% | +$738K | 0.8% | 22 |
|
|
2022
Q1 | $3.95M | Buy |
21,095
+8,679
| +70% | +$1.62M | 0.74% | 20 |
|
|
2021
Q4 | $2.03M | Buy |
12,416
+115
| +0.9% | +$18.8K | 0.37% | 50 |
|
|
2021
Q3 | $2.06M | Buy |
+12,301
| New | +$2.06M | 0.41% | 43 |
|