Wealth Architects’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 | $676K | Buy |
2,118
+22
| +1% | +$7.02K | 0.07% | 121 |
|
|
2025
Q1 | $564K | Sell |
2,096
-39
| -2% | -$10.5K | 0.06% | 129 |
|
|
2024
Q4 | $634K | Sell |
2,135
-69
| -3% | -$20.5K | 0.07% | 107 |
|
|
2024
Q3 | $598K | Sell |
2,204
-21
| -0.9% | -$5.7K | 0.07% | 110 |
|
|
2024
Q2 | $515K | Sell |
2,225
-20
| -0.9% | -$4.63K | 0.06% | 118 |
|
|
2024
Q1 | $511K | Buy |
2,245
+9
| +0.4% | +$2.05K | 0.07% | 115 |
|
|
2023
Q4 | $419K | Buy |
2,236
+74
| +3% | +$13.9K | 0.06% | 126 |
|
|
2023
Q3 | $323K | Sell |
2,162
-29
| -1% | -$4.33K | 0.05% | 138 |
|
|
2023
Q2 | $382K | Sell |
2,191
-58
| -3% | -$10.1K | 0.06% | 136 |
|
|
2023
Q1 | $371K | Sell |
2,249
-26
| -1% | -$4.29K | 0.07% | 129 |
|
|
2022
Q4 | $336K | Sell |
2,275
-37
| -2% | -$5.47K | 0.06% | 127 |
|
|
2022
Q3 | $312K | Sell |
2,312
-111
| -5% | -$15K | 0.07% | 127 |
|
|
2022
Q2 | $336K | Sell |
2,423
-38
| -2% | -$5.27K | 0.07% | 130 |
|
|
2022
Q1 | $460K | Buy |
2,461
+163
| +7% | +$30.5K | 0.08% | 120 |
|
|
2021
Q4 | $376K | Sell |
2,298
-373
| -14% | -$61K | 0.07% | 135 |
|
|
2021
Q3 | $447K | Sell |
2,671
-35
| -1% | -$5.86K | 0.09% | 107 |
|
|
2021
Q2 | $447K | Buy |
2,706
+127
| +5% | +$21K | 0.09% | 100 |
|
|
2021
Q1 | $365K | Buy |
2,579
+120
| +5% | +$17K | 0.08% | 108 |
|
|
2020
Q4 | $297K | Sell |
2,459
-58
| -2% | -$7.01K | 0.07% | 116 |
|
|
2020
Q3 | $252K | Buy |
2,517
+380
| +18% | +$38K | 0.07% | 122 |
|
|
2020
Q2 | $203K | Buy |
+2,137
| New | +$203K | 0.06% | 129 |
|
|
2020
Q1 | – | Sell |
-1,885
| Closed | -$235K | – | 129 |
|
|
2019
Q4 | $235K | Sell |
1,885
-17
| -0.9% | -$2.12K | 0.07% | 118 |
|
|
2019
Q3 | $225K | Sell |
1,902
-101
| -5% | -$11.9K | 0.07% | 116 |
|
|
2019
Q2 | $247K | Buy |
2,003
+41
| +2% | +$5.06K | 0.07% | 112 |
|
|
2019
Q1 | $214K | Buy |
+1,962
| New | +$214K | 0.07% | 121 |
|
|
2018
Q4 | – | Sell |
-1,931
| Closed | -$206K | – | 128 |
|
|
2018
Q3 | $206K | Buy |
+1,931
| New | +$206K | 0.06% | 130 |
|
|
2018
Q1 | – | Sell |
-2,159
| Closed | -$214K | – | 129 |
|
|
2017
Q4 | $214K | Sell |
2,159
-154
| -7% | -$15.3K | 0.07% | 124 |
|
|
2017
Q3 | $209K | Buy |
+2,313
| New | +$209K | 0.07% | 117 |
|
|
2015
Q3 | – | Sell |
-3,972
| Closed | -$309K | – | 118 |
|
|
2015
Q2 | $309K | Buy |
+3,972
| New | +$309K | 0.17% | 88 |
|
|
2015
Q1 | – | Sell |
-2,287
| Closed | -$213K | – | 98 |
|
|
2014
Q4 | $213K | Buy |
+2,287
| New | +$213K | 0.13% | 94 |
|