Tyler-Stone 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 | $240K | Sell |
752
-40
| -5% | -$12.8K | 0.04% | 304 |
|
|
2025
Q1 | $213K | Buy |
792
+36
| +5% | +$9.69K | 0.04% | 307 |
|
|
2024
Q4 | $224K | Sell |
756
-2
| -0.3% | -$594 | 0.04% | 296 |
|
|
2024
Q3 | $206K | Buy |
758
+613
| +423% | +$166K | 0.04% | 307 |
|
|
2024
Q2 | $33.6K | Hold |
145
| – | – | 0.01% | 424 |
|
|
2024
Q1 | $33K | Sell |
145
-10
| -6% | -$2.28K | 0.01% | 428 |
|
|
2023
Q4 | $29K | Hold |
155
| – | – | 0.01% | 440 |
|
|
2023
Q3 | $23K | Hold |
155
| – | – | 0.01% | 452 |
|
|
2023
Q2 | $27K | Buy |
+155
| New | +$27K | 0.02% | 436 |
|
|
2022
Q4 | $23K | Hold |
155
| – | – | 0.02% | 425 |
|
|
2022
Q3 | $21K | Hold |
155
| – | – | 0.02% | 421 |
|
|
2022
Q2 | $21K | Hold |
155
| – | – | 0.01% | 437 |
|
|
2022
Q1 | $29K | Hold |
155
| – | – | 0.02% | 415 |
|
|
2021
Q4 | $25K | Buy |
+155
| New | +$25K | 0.01% | 464 |
|