Toth Financial Advisory’s American Express AXP Stock Holding History

Toth Financial Advisory’s Portfolio AXP Stock Details AXP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$495K	Buy	1,553 +1	+0.1%	+$319	0.06%	162
2025 Q1	$417K	Sell	1,552 -321	-17%	-$86.3K	0.05%	166
2024 Q4	$556K	Sell	1,873 -89	-5%	-$26.4K	0.07%	151
2024 Q3	$532K	Sell	1,962 -17	-0.9%	-$4.61K	0.06%	155
2024 Q2	$458K	Sell	1,979 -115	-5%	-$26.6K	0.06%	156
2024 Q1	$477K	Buy	2,094 +2	+0.1%	+$455	0.06%	162
2023 Q4	$392K	Buy	2,092 +3	+0.1%	+$562	0.05%	172
2023 Q3	$312K	Sell	2,089 -11	-0.5%	-$1.64K	0.05%	172
2023 Q2	$366K	Sell	2,100 -171	-8%	-$29.8K	0.05%	159
2023 Q1	$375K	Buy	2,271 +191	+9%	+$31.5K	0.06%	157
2022 Q4	$307K	Sell	2,080 -77	-4%	-$11.4K	0.05%	169
2022 Q3	$291K	Buy	2,157 +2	+0.1%	+$270	0.05%	157
2022 Q2	$299K	Buy	2,155 +44	+2%	+$6.11K	0.05%	153
2022 Q1	$395K	Buy	2,111 +2	+0.1%	+$374	0.06%	166
2021 Q4	$345K	Buy	2,109 +1	+0%	+$164	0.05%	181
2021 Q3	$353K	Buy	2,108 +123	+6%	+$20.6K	0.05%	169
2021 Q2	$328K	Buy	1,985 +3	+0.2%	+$496	0.05%	161
2021 Q1	$280K	Buy	1,982 +2	+0.1%	+$283	0.04%	187
2020 Q4	$239K	Buy	1,980 +3	+0.2%	+$362	0.04%	182
2020 Q3	$198K	Buy	1,977 +4	+0.2%	+$401	0.04%	183
2020 Q2	$188K	Sell	1,973 -251	-11%	-$23.9K	0.04%	172
2020 Q1	$190K	Buy	2,224 +267	+14%	+$22.8K	0.05%	124
2019 Q4	$244K	Buy	1,957 +3	+0.2%	+$374	0.05%	157
2019 Q3	$231K	Sell	1,954 -205	-9%	-$24.2K	0.05%	169
2019 Q2	$267K	Buy	2,159 +6	+0.3%	+$742	0.06%	150
2019 Q1	$235K	Buy	2,153 +6	+0.3%	+$655	0.06%	148
2018 Q4	$205K	Buy	2,147 +81	+4%	+$7.73K	0.06%	126
2018 Q3	$220K	Sell	2,066 -169	-8%	-$18K	0.05%	148
2018 Q2	$219K	Buy	2,235 +6	+0.3%	+$588	0.05%	145
2018 Q1	$208K	Buy	2,229 +6	+0.3%	+$560	0.05%	149
2017 Q4	$221K	Sell	2,223 -559	-20%	-$55.6K	0.05%	145
2017 Q3	$252K	Buy	+2,782	New	+$252K	0.06%	132
2017 Q2	–	Sell	-2,685	Closed	-$212K	–	131
2017 Q1	$212K	Sell	2,685 -7,699	-74%	-$608K	0.06%	125
2016 Q4	$769K	Buy	+10,384	New	+$769K	0.22%	94