Wealth Advisory Solutions’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 | $245K | Sell |
767
-252
| -25% | -$80.4K | 0.06% | 125 |
|
|
2025
Q1 | $274K | Sell |
1,019
-769
| -43% | -$207K | 0.07% | 119 |
|
|
2024
Q4 | $531K | Buy |
1,788
+212
| +13% | +$62.9K | 0.15% | 84 |
|
|
2024
Q3 | $427K | Hold |
1,576
| – | – | 0.12% | 91 |
|
|
2024
Q2 | $365K | Hold |
1,576
| – | – | 0.1% | 93 |
|
|
2024
Q1 | $359K | Buy |
+1,576
| New | +$359K | 0.09% | 98 |
|
|
2023
Q4 | – | Sell |
-1,551
| Closed | -$231K | – | 80 |
|
|
2023
Q3 | $231K | Buy |
+1,551
| New | +$231K | 0.05% | 110 |
|
|
2021
Q1 | – | Sell |
-4,064
| Closed | -$491K | – | 138 |
|
|
2020
Q4 | $491K | Buy |
4,064
+1,598
| +65% | +$193K | 0.13% | 96 |
|
|
2020
Q3 | $247K | Buy |
2,466
+24
| +1% | +$2.4K | 0.07% | 158 |
|
|
2020
Q2 | $232K | Buy |
+2,442
| New | +$232K | 0.06% | 159 |
|