Tradition 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 | $1M | Buy |
3,135
+41
| +1% | +$13.1K | 0.08% | 181 |
|
|
2025
Q1 | $832K | Buy |
3,094
+23
| +0.7% | +$6.19K | 0.07% | 188 |
|
|
2024
Q4 | $911K | Buy |
3,071
+94
| +3% | +$27.9K | 0.08% | 180 |
|
|
2024
Q3 | $807K | Buy |
2,977
+20
| +0.7% | +$5.43K | 0.07% | 181 |
|
|
2024
Q2 | $685K | Buy |
2,957
+9
| +0.3% | +$2.08K | 0.07% | 187 |
|
|
2024
Q1 | $671K | Buy |
2,948
+1
| +0% | +$228 | 0.07% | 179 |
|
|
2023
Q4 | $552K | Sell |
2,947
-31
| -1% | -$5.81K | 0.06% | 176 |
|
|
2023
Q3 | $444K | Buy |
2,978
+88
| +3% | +$13.1K | 0.05% | 197 |
|
|
2023
Q2 | $503K | Buy |
2,890
+92
| +3% | +$16K | 0.06% | 177 |
|
|
2023
Q1 | $462K | Buy |
2,798
+109
| +4% | +$18K | 0.06% | 181 |
|
|
2022
Q4 | $397K | Buy |
2,689
+7
| +0.3% | +$1.03K | 0.06% | 189 |
|
|
2022
Q3 | $362K | Buy |
2,682
+626
| +30% | +$84.5K | 0.05% | 190 |
|
|
2022
Q2 | $285K | Buy |
2,056
+1
| +0% | +$139 | 0.04% | 226 |
|
|
2022
Q1 | $384K | Sell |
2,055
-2
| -0.1% | -$374 | 0.05% | 219 |
|
|
2021
Q4 | $337K | Buy |
2,057
+4
| +0.2% | +$655 | 0.04% | 232 |
|
|
2021
Q3 | $344K | Buy |
2,053
+123
| +6% | +$20.6K | 0.05% | 205 |
|
|
2021
Q2 | $319K | Buy |
1,930
+1
| +0.1% | +$165 | 0.05% | 225 |
|
|
2021
Q1 | $273K | Buy |
1,929
+1
| +0.1% | +$142 | 0.05% | 213 |
|
|
2020
Q4 | $233K | Buy |
+1,928
| New | +$233K | 0.05% | 216 |
|