Wealth Quarterback’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 | $383K | Buy |
+1,202
| New | +$383K | 0.18% | 100 |
|
|
2021
Q3 | $92K | Buy |
544
+1
| +0.2% | +$169 | 0.06% | 164 |
|
|
2021
Q2 | $90K | Buy |
+543
| New | +$90K | 0.05% | 179 |
|
|
2020
Q2 | – | Sell |
-721
| Closed | -$61.7K | – | 158 |
|
|
2020
Q1 | $61.7K | Sell |
721
-246
| -25% | -$21.1K | 0.06% | 199 |
|
|
2019
Q4 | $120K | Buy |
+967
| New | +$120K | 0.1% | 145 |
|