The Family Firm’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 | – | Sell |
-1,234
| Closed | -$332K | – | 97 |
|
|
2025
Q1 | $332K | Buy |
1,234
+3
| +0.2% | +$807 | 0.07% | 154 |
|
|
2024
Q4 | $365K | Buy |
1,231
+2
| +0.2% | +$594 | 0.08% | 145 |
|
|
2024
Q3 | $333K | Buy |
1,229
+47
| +4% | +$12.7K | 0.07% | 155 |
|
|
2024
Q2 | $274K | Buy |
1,182
+3
| +0.3% | +$695 | 0.06% | 166 |
|
|
2024
Q1 | $268K | Buy |
1,179
+3
| +0.3% | +$683 | 0.07% | 167 |
|
|
2023
Q4 | $220K | Buy |
+1,176
| New | +$220K | 0.06% | 177 |
|
|
2023
Q3 | – | Sell |
-1,167
| Closed | -$203K | – | 176 |
|
|
2023
Q2 | $203K | Buy |
+1,167
| New | +$203K | 0.05% | 181 |
|
|
2015
Q1 | – | Sell |
-2,169
| Closed | -$202K | – | 110 |
|
|
2014
Q4 | $202K | Buy |
+2,169
| New | +$202K | 0.11% | 105 |
|