Thrive 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 | $642K | Buy |
2,011
+9
| +0.4% | +$2.87K | 0.1% | 102 |
|
|
2025
Q1 | $539K | Sell |
2,002
-61
| -3% | -$16.4K | 0.1% | 109 |
|
|
2024
Q4 | $612K | Sell |
2,063
-5
| -0.2% | -$1.48K | 0.11% | 101 |
|
|
2024
Q3 | $561K | Buy |
2,068
+241
| +13% | +$65.4K | 0.1% | 103 |
|
|
2024
Q2 | $423K | Buy |
1,827
+25
| +1% | +$5.79K | 0.08% | 131 |
|
|
2024
Q1 | $410K | Buy |
1,802
+279
| +18% | +$63.5K | 0.08% | 129 |
|
|
2023
Q4 | $285K | Buy |
1,523
+1
| +0.1% | +$187 | 0.06% | 151 |
|
|
2023
Q3 | $227K | Sell |
1,522
-84
| -5% | -$12.5K | 0.06% | 155 |
|
|
2023
Q2 | $280K | Buy |
1,606
+172
| +12% | +$30K | 0.07% | 137 |
|
|
2023
Q1 | $236K | Sell |
1,434
-27
| -2% | -$4.45K | 0.06% | 149 |
|
|
2022
Q4 | $216K | Buy |
+1,461
| New | +$216K | 0.06% | 144 |
|