U.S. Capital Wealth 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 | $2.87M | Buy |
8,995
+208
| +2% | +$66.3K | 0.08% | 233 |
|
|
2025
Q1 | $2.36M | Buy |
8,787
+1,199
| +16% | +$323K | 0.07% | 257 |
|
|
2024
Q4 | $2.25M | Buy |
7,588
+390
| +5% | +$116K | 0.07% | 278 |
|
|
2024
Q3 | $1.95M | Sell |
7,198
-158
| -2% | -$42.9K | 0.07% | 252 |
|
|
2024
Q2 | $1.7M | Sell |
7,356
-598
| -8% | -$138K | 0.06% | 262 |
|
|
2024
Q1 | $1.81M | Sell |
7,954
-1,001
| -11% | -$228K | 0.07% | 255 |
|
|
2023
Q4 | $1.68M | Sell |
8,955
-742
| -8% | -$139K | 0.07% | 258 |
|
|
2023
Q3 | $1.45M | Sell |
9,697
-654
| -6% | -$97.6K | 0.07% | 254 |
|
|
2023
Q2 | $1.8M | Buy |
10,351
+9
| +0.1% | +$1.57K | 0.09% | 230 |
|
|
2023
Q1 | $1.71M | Buy |
10,342
+80
| +0.8% | +$13.2K | 0.08% | 230 |
|
|
2022
Q4 | $1.52M | Sell |
10,262
-151
| -1% | -$22.3K | 0.07% | 257 |
|
|
2022
Q3 | $1.41M | Sell |
10,413
-397
| -4% | -$53.6K | 0.07% | 267 |
|
|
2022
Q2 | $1.5M | Sell |
10,810
-974
| -8% | -$135K | 0.07% | 273 |
|
|
2022
Q1 | $2.2M | Buy |
11,784
+446
| +4% | +$83.4K | 0.08% | 229 |
|
|
2021
Q4 | $1.86M | Buy |
11,338
+82
| +0.7% | +$13.4K | 0.07% | 274 |
|
|
2021
Q3 | $1.89M | Buy |
+11,256
| New | +$1.89M | 0.08% | 257 |
|