United Asset Strategies’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 | $1.21M | Sell |
3,797
-338
| -8% | -$108K | 0.1% | 130 |
|
|
2025
Q1 | $1.11M | Sell |
4,135
-167
| -4% | -$44.9K | 0.1% | 139 |
|
|
2024
Q4 | $1.28M | Sell |
4,302
-76
| -2% | -$22.6K | 0.12% | 123 |
|
|
2024
Q3 | $1.19M | Sell |
4,378
-207
| -5% | -$56.1K | 0.11% | 132 |
|
|
2024
Q2 | $1.06M | Sell |
4,585
-649
| -12% | -$150K | 0.1% | 132 |
|
|
2024
Q1 | $1.19M | Sell |
5,234
-4,209
| -45% | -$958K | 0.12% | 133 |
|
|
2023
Q4 | $1.77M | Buy |
9,443
+502
| +6% | +$94K | 0.2% | 94 |
|
|
2023
Q3 | $1.33M | Buy |
8,941
+359
| +4% | +$53.6K | 0.17% | 121 |
|
|
2023
Q2 | $1.49M | Buy |
8,582
+23
| +0.3% | +$4.01K | 0.19% | 110 |
|
|
2023
Q1 | $1.41M | Buy |
8,559
+148
| +2% | +$24.4K | 0.19% | 111 |
|
|
2022
Q4 | $1.24M | Buy |
8,411
+605
| +8% | +$89.4K | 0.17% | 110 |
|
|
2022
Q3 | $1.05M | Buy |
7,806
+31
| +0.4% | +$4.18K | 0.16% | 121 |
|
|
2022
Q2 | $1.08M | Buy |
7,775
+669
| +9% | +$92.8K | 0.16% | 117 |
|
|
2022
Q1 | $1.33M | Buy |
7,106
+4,198
| +144% | +$785K | 0.17% | 109 |
|
|
2021
Q4 | $476K | Buy |
+2,908
| New | +$476K | 0.06% | 156 |
|