Wealth Group’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 | $395K | Sell |
1,237
-742
| -37% | -$237K | 0.39% | 57 |
|
|
2025
Q1 | $532K | Buy |
1,979
+334
| +20% | +$89.8K | 0.34% | 67 |
|
|
2024
Q4 | $488K | Sell |
1,645
-73
| -4% | -$21.7K | 0.32% | 74 |
|
|
2024
Q3 | $466K | Buy |
1,718
+123
| +8% | +$33.4K | 0.31% | 77 |
|
|
2024
Q2 | $369K | Sell |
1,595
-2
| -0.1% | -$463 | 0.26% | 88 |
|
|
2024
Q1 | $364K | Buy |
+1,597
| New | +$364K | 0.27% | 91 |
|