TritonPoint 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 | $881K | Buy |
2,762
+92
| +3% | +$29.3K | 0.08% | 167 |
|
|
2025
Q1 | $718K | Sell |
2,670
-14
| -0.5% | -$3.77K | 0.07% | 181 |
|
|
2024
Q4 | $797K | Buy |
2,684
+20
| +0.8% | +$5.94K | 0.07% | 173 |
|
|
2024
Q3 | $722K | Buy |
2,664
+95
| +4% | +$25.8K | 0.07% | 174 |
|
|
2024
Q2 | $595K | Sell |
2,569
-19
| -0.7% | -$4.4K | 0.06% | 183 |
|
|
2024
Q1 | $549K | Sell |
2,588
-1,333
| -34% | -$283K | 0.06% | 193 |
|
|
2023
Q4 | $735K | Buy |
+3,921
| New | +$735K | 0.07% | 167 |
|