Vermillion & White Wealth Management Group’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 | $41K | Buy |
129
+1
| +0.8% | +$318 | 0.03% | 156 |
|
|
2025
Q1 | $34.6K | Hold |
128
| – | – | 0.03% | 157 |
|
|
2024
Q4 | $38.1K | Hold |
128
| – | – | 0.03% | 154 |
|
|
2024
Q3 | $34.7K | Hold |
128
| – | – | 0.03% | 154 |
|
|
2024
Q2 | $29.6K | Hold |
128
| – | – | 0.02% | 165 |
|
|
2024
Q1 | $29.1K | Sell |
128
-26
| -17% | -$5.9K | 0.02% | 155 |
|
|
2023
Q4 | $28.9K | Buy |
+154
| New | +$28.9K | 0.03% | 125 |
|