Townsend & Associates’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 |
-7,895
| Closed | -$1.91M | – | 114 |
|
|
2025
Q1 | $1.91M | Sell |
7,895
-4,829
| -38% | -$1.17M | 0.2% | 54 |
|
|
2024
Q4 | $4.05M | Sell |
12,724
-692
| -5% | -$220K | 0.41% | 42 |
|
|
2024
Q3 | $3.64M | Buy |
13,416
+124
| +0.9% | +$33.6K | 0.37% | 43 |
|
|
2024
Q2 | $3.27M | Sell |
13,292
-364
| -3% | -$89.5K | 0.36% | 43 |
|
|
2024
Q1 | $3.26M | Sell |
13,656
-372
| -3% | -$88.9K | 0.38% | 40 |
|
|
2023
Q4 | $2.61M | Buy |
14,028
+68
| +0.5% | +$12.6K | 0.33% | 44 |
|
|
2023
Q3 | $1.97M | Buy |
13,960
+6,642
| +91% | +$939K | 0.42% | 49 |
|
|
2023
Q2 | $1.22M | Buy |
7,318
+578
| +9% | +$96.2K | 0.31% | 68 |
|
|
2023
Q1 | $1.09M | Buy |
6,740
+3,556
| +112% | +$574K | 0.44% | 68 |
|
|
2022
Q4 | $577K | Buy |
+3,184
| New | +$577K | 0.29% | 69 |
|