Wealth Management Partners’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 | $394K | Hold |
1,221
| – | – | 0.14% | 100 |
|
|
2025
Q1 | $328K | Buy |
1,221
+1
| +0.1% | +$269 | 0.15% | 93 |
|
|
2024
Q4 | $362K | Hold |
1,220
| – | – | 0.16% | 88 |
|
|
2024
Q3 | $331K | Hold |
1,220
| – | – | 0.15% | 88 |
|
|
2024
Q2 | $282K | Buy |
1,220
+1
| +0.1% | +$232 | 0.14% | 89 |
|
|
2024
Q1 | $278K | Hold |
1,219
| – | – | 0.14% | 96 |
|
|
2023
Q4 | $228K | Buy |
+1,219
| New | +$228K | 0.13% | 110 |
|
|
2023
Q3 | – | Sell |
-1,218
| Closed | -$212K | – | 118 |
|
|
2023
Q2 | $212K | Sell |
1,218
-100
| -8% | -$17.4K | 0.13% | 108 |
|
|
2023
Q1 | $217K | Buy |
+1,318
| New | +$217K | 0.15% | 106 |
|
|
2022
Q2 | – | Sell |
-1,000
| Closed | -$228K | – | 93 |
|
|
2022
Q1 | $228K | Buy |
+1,000
| New | +$228K | 0.16% | 99 |
|
|
2021
Q4 | – | Sell |
-1,216
| Closed | -$204K | – | 109 |
|
|
2021
Q3 | $204K | Hold |
1,216
| – | – | 0.15% | 105 |
|
|
2021
Q2 | $201K | Buy |
+1,216
| New | +$201K | 0.14% | 114 |
|