Vishria Bird Financial 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 | $391K | Buy |
1,227
+30
| +3% | +$9.57K | 0.13% | 71 |
|
|
2025
Q1 | $322K | Hold |
1,197
| – | – | 0.11% | 70 |
|
|
2024
Q4 | $355K | Hold |
1,197
| – | – | 0.12% | 65 |
|
|
2024
Q3 | $325K | Buy |
+1,197
| New | +$325K | 0.12% | 69 |
|
|
2019
Q3 | – | Sell |
-2,847
| Closed | -$351K | – | 52 |
|
|
2019
Q2 | $351K | Hold |
2,847
| – | – | 0.35% | 32 |
|
|
2019
Q1 | $311K | Hold |
2,847
| – | – | 0.31% | 35 |
|
|
2018
Q4 | $271K | Hold |
2,847
| – | – | 0.3% | 37 |
|
|
2018
Q3 | $303K | Hold |
2,847
| – | – | 0.26% | 35 |
|
|
2018
Q2 | $279K | Buy |
+2,847
| New | +$279K | 0.26% | 35 |
|