Trajan Wealth’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 | $6.07M | Buy |
19,020
+3,033
| +19% | +$967K | 0.3% | 61 |
|
|
2025
Q1 | $4.3M | Buy |
15,987
+1,955
| +14% | +$526K | 0.23% | 91 |
|
|
2024
Q4 | $4.16M | Buy |
14,032
+1,417
| +11% | +$421K | 0.23% | 91 |
|
|
2024
Q3 | $3.42M | Buy |
12,615
+1,792
| +17% | +$486K | 0.2% | 98 |
|
|
2024
Q2 | $2.51M | Buy |
10,823
+1,388
| +15% | +$321K | 0.16% | 102 |
|
|
2024
Q1 | $2.15M | Buy |
+9,435
| New | +$2.15M | 0.15% | 102 |
|