Total Clarity 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 | $280K | Buy |
+877
| New | +$280K | 0.08% | 225 |
|
|
2022
Q3 | – | Sell |
-826
| Closed | -$114K | – | 277 |
|
|
2022
Q2 | $114K | Buy |
+826
| New | +$114K | 0.06% | 297 |
|
|
2022
Q1 | – | Sell |
-736
| Closed | -$120K | – | 268 |
|
|
2021
Q4 | $120K | Buy |
736
+94
| +15% | +$15.3K | 0.05% | 288 |
|
|
2021
Q3 | $107K | Buy |
+642
| New | +$107K | 0.05% | 296 |
|
|
2021
Q2 | – | Sell |
-676
| Closed | -$96K | – | 233 |
|
|
2021
Q1 | $96K | Buy |
+676
| New | +$96K | 0.06% | 244 |
|
|
2020
Q1 | – | Sell |
-340
| Closed | -$42K | – | 126 |
|
|
2019
Q4 | $42K | Buy |
+340
| New | +$42K | 0.03% | 289 |
|