Wealth Alliance’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 | $1.73M | Buy |
5,417
+548
| +11% | +$175K | 0.19% | 97 |
|
|
2025
Q1 | $1.31M | Sell |
4,869
-63
| -1% | -$16.9K | 0.16% | 128 |
|
|
2024
Q4 | $1.46M | Sell |
4,932
-134
| -3% | -$39.8K | 0.18% | 113 |
|
|
2024
Q3 | $1.37M | Buy |
5,066
+84
| +2% | +$22.8K | 0.16% | 122 |
|
|
2024
Q2 | $1.15M | Sell |
4,982
-288
| -5% | -$66.7K | 0.15% | 134 |
|
|
2024
Q1 | $1.2M | Sell |
5,270
-99
| -2% | -$22.5K | 0.16% | 132 |
|
|
2023
Q4 | $1.01M | Sell |
5,369
-540
| -9% | -$101K | 0.14% | 143 |
|
|
2023
Q3 | $882K | Buy |
5,909
+105
| +2% | +$15.7K | 0.14% | 149 |
|
|
2023
Q2 | $1.01M | Buy |
5,804
+208
| +4% | +$36.2K | 0.15% | 135 |
|
|
2023
Q1 | $923K | Buy |
5,596
+267
| +5% | +$44K | 0.15% | 150 |
|
|
2022
Q4 | $787K | Buy |
5,329
+500
| +10% | +$73.9K | 0.14% | 169 |
|
|
2022
Q3 | $651K | Buy |
4,829
+177
| +4% | +$23.9K | 0.13% | 173 |
|
|
2022
Q2 | $645K | Sell |
4,652
-689
| -13% | -$95.5K | 0.12% | 177 |
|
|
2022
Q1 | $998K | Sell |
5,341
-155
| -3% | -$29K | 0.2% | 114 |
|
|
2021
Q4 | $899K | Buy |
5,496
+69
| +1% | +$11.3K | 0.18% | 123 |
|
|
2021
Q3 | $909K | Sell |
5,427
-484
| -8% | -$81.1K | 0.2% | 110 |
|
|
2021
Q2 | $977K | Buy |
5,911
+611
| +12% | +$101K | 0.23% | 105 |
|
|
2021
Q1 | $750K | Sell |
5,300
-1,030
| -16% | -$146K | 0.21% | 124 |
|
|
2020
Q4 | $765K | Sell |
6,330
-847
| -12% | -$102K | 0.23% | 118 |
|
|
2020
Q3 | $719K | Buy |
7,177
+112
| +2% | +$11.2K | 0.26% | 98 |
|
|
2020
Q2 | $673K | Buy |
7,065
+2,696
| +62% | +$257K | 0.27% | 95 |
|
|
2020
Q1 | $374K | Buy |
+4,369
| New | +$374K | 0.2% | 133 |
|