Wealth Advisors of Tampa Bay’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 | – | Sell |
-150
| Closed | -$40.4K | – | 95 |
|
|
2025
Q1 | $40.4K | Buy |
+150
| New | +$40.4K | 0.02% | 132 |
|
|
2022
Q3 | – | Sell |
-1,800
| Closed | -$250K | – | 79 |
|
|
2022
Q2 | $250K | Hold |
1,800
| – | – | 0.08% | 83 |
|
|
2022
Q1 | $336K | Sell |
1,800
-390
| -18% | -$72.8K | 0.09% | 81 |
|
|
2021
Q4 | $358K | Buy |
+2,190
| New | +$358K | 0.09% | 85 |
|