TrueWealth Advisors’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 | $242K | Buy |
+758
| New | +$242K | 0.07% | 197 |
|
|
2025
Q1 | – | Sell |
-815
| Closed | -$242K | – | 210 |
|
|
2024
Q4 | $242K | Sell |
815
-1,097
| -57% | -$326K | 0.08% | 197 |
|
|
2024
Q3 | $518K | Sell |
1,912
-38
| -2% | -$10.3K | 0.17% | 105 |
|
|
2024
Q2 | $452K | Buy |
1,950
+437
| +29% | +$101K | 0.17% | 104 |
|
|
2024
Q1 | $345K | Buy |
1,513
+435
| +40% | +$99.1K | 0.13% | 129 |
|
|
2023
Q4 | $202K | Buy |
+1,078
| New | +$202K | 0.08% | 194 |
|
|
2022
Q2 | – | Sell |
-1,399
| Closed | -$229K | – | 172 |
|
|
2022
Q1 | $229K | Hold |
1,399
| – | – | 0.1% | 159 |
|
|
2021
Q4 | $229K | Buy |
+1,399
| New | +$229K | 0.1% | 159 |
|