Walkner Condon Financial 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 | $430K | Sell |
1,349
-9
| -0.7% | -$2.87K | 0.08% | 180 |
|
|
2025
Q1 | $365K | Buy |
1,358
+36
| +3% | +$9.69K | 0.07% | 184 |
|
|
2024
Q4 | $392K | Sell |
1,322
-8
| -0.6% | -$2.37K | 0.08% | 184 |
|
|
2024
Q3 | $361K | Sell |
1,330
-227
| -15% | -$61.6K | 0.07% | 191 |
|
|
2024
Q2 | $361K | Sell |
1,557
-755
| -33% | -$175K | 0.08% | 176 |
|
|
2024
Q1 | $526K | Buy |
2,312
+163
| +8% | +$37.1K | 0.11% | 144 |
|
|
2023
Q4 | $403K | Buy |
2,149
+164
| +8% | +$30.7K | 0.09% | 177 |
|
|
2023
Q3 | $296K | Buy |
1,985
+17
| +0.9% | +$2.54K | 0.08% | 194 |
|
|
2023
Q2 | $343K | Buy |
1,968
+26
| +1% | +$4.53K | 0.09% | 165 |
|
|
2023
Q1 | $320K | Buy |
1,942
+408
| +27% | +$67.3K | 0.09% | 163 |
|
|
2022
Q4 | $227K | Buy |
+1,534
| New | +$227K | 0.07% | 205 |
|
|
2022
Q2 | – | Sell |
-1,199
| Closed | -$224K | – | 217 |
|
|
2022
Q1 | $224K | Buy |
+1,199
| New | +$224K | 0.06% | 198 |
|