Vivid 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 | $2.86M | Sell |
8,963
-255
| -3% | -$81.3K | 1.26% | 27 |
|
|
2025
Q1 | $2.48M | Buy |
9,218
+364
| +4% | +$97.9K | 1.24% | 27 |
|
|
2024
Q4 | $2.63M | Sell |
8,854
-43
| -0.5% | -$12.8K | 1.33% | 24 |
|
|
2024
Q3 | $2.41M | Buy |
8,897
+826
| +10% | +$224K | 1.26% | 28 |
|
|
2024
Q2 | $1.87M | Buy |
8,071
+5,065
| +168% | +$1.17M | 1.05% | 41 |
|
|
2024
Q1 | $684K | Buy |
3,006
+37
| +1% | +$8.43K | 0.43% | 43 |
|
|
2023
Q4 | $556K | Buy |
+2,969
| New | +$556K | 0.38% | 45 |
|