True Wealth Design’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 | $14.4K | Buy |
45
+8
| +22% | +$2.57K | 0.01% | 469 |
|
|
2025
Q1 | $10K | Sell |
37
-77
| -68% | -$20.9K | ﹤0.01% | 474 |
|
|
2024
Q4 | $33.9K | Buy |
114
+6
| +6% | +$1.79K | 0.01% | 239 |
|
|
2024
Q3 | $29.4K | Buy |
108
+83
| +332% | +$22.6K | 0.01% | 254 |
|
|
2024
Q2 | $5.89K | Hold |
25
| – | – | ﹤0.01% | 269 |
|
|
2024
Q1 | $5.8K | Hold |
25
| – | – | ﹤0.01% | 271 |
|
|
2023
Q4 | $4.77K | Hold |
25
| – | – | ﹤0.01% | 268 |
|
|
2023
Q3 | $3.8K | Hold |
25
| – | – | ﹤0.01% | 241 |
|
|
2023
Q2 | $4.44K | Sell |
25
-16
| -39% | -$2.84K | ﹤0.01% | 248 |
|
|
2023
Q1 | $6.84K | Buy |
41
+16
| +64% | +$2.67K | ﹤0.01% | 261 |
|
|
2022
Q4 | $3.76K | Buy |
+25
| New | +$3.76K | ﹤0.01% | 263 |
|