Wealthfront Advisers’s American Express AXP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $25.9M | Buy |
81,058
+13,910
| +21% | +$4.44M | 0.07% | 94 |
|
|
2025
Q1 | $18.1M | Sell |
67,148
-2,053
| -3% | -$552K | 0.05% | 113 |
|
|
2024
Q4 | $20.5M | Buy |
69,201
+6,505
| +10% | +$1.93M | 0.06% | 92 |
|
|
2024
Q3 | $17M | Buy |
62,696
+3,071
| +5% | +$833K | 0.05% | 106 |
|
|
2024
Q2 | $13.8M | Buy |
59,625
+759
| +1% | +$176K | 0.05% | 119 |
|
|
2024
Q1 | $13.4M | Buy |
58,866
+1,651
| +3% | +$376K | 0.05% | 116 |
|
|
2023
Q4 | $10.7M | Buy |
57,215
+2,963
| +5% | +$555K | 0.04% | 128 |
|
|
2023
Q3 | $8.09M | Sell |
54,252
-2,146
| -4% | -$320K | 0.03% | 149 |
|
|
2023
Q2 | $9.82M | Sell |
56,398
-5,080
| -8% | -$885K | 0.04% | 125 |
|
|
2023
Q1 | $10.1M | Buy |
61,478
+8,297
| +16% | +$1.37M | 0.05% | 115 |
|
|
2022
Q4 | $7.86M | Buy |
53,181
+855
| +2% | +$126K | 0.04% | 138 |
|
|
2022
Q3 | $7.06M | Buy |
52,326
+10,511
| +25% | +$1.42M | 0.04% | 129 |
|
|
2022
Q2 | $5.8M | Sell |
41,815
-8,634
| -17% | -$1.2M | 0.03% | 163 |
|
|
2022
Q1 | $9.43M | Sell |
50,449
-4,756
| -9% | -$889K | 0.04% | 106 |
|
|
2021
Q4 | $9.03M | Buy |
55,205
+1,677
| +3% | +$274K | 0.04% | 110 |
|
|
2021
Q3 | $8.97M | Buy |
53,528
+9,569
| +22% | +$1.6M | 0.04% | 97 |
|
|
2021
Q2 | $7.26M | Buy |
43,959
+4,936
| +13% | +$816K | 0.03% | 102 |
|
|
2021
Q1 | $5.52M | Buy |
39,023
+4,744
| +14% | +$671K | 0.03% | 110 |
|
|
2020
Q4 | $4.15M | Sell |
34,279
-5,641
| -14% | -$682K | 0.02% | 110 |
|
|
2020
Q3 | $4M | Buy |
39,920
+4,856
| +14% | +$487K | 0.03% | 96 |
|
|
2020
Q2 | $3.34M | Sell |
35,064
-2,295
| -6% | -$218K | 0.03% | 104 |
|
|
2020
Q1 | $3.2M | Buy |
37,359
+5,387
| +17% | +$461K | 0.03% | 94 |
|
|
2019
Q4 | $3.98M | Sell |
31,972
-457
| -1% | -$56.9K | 0.03% | 98 |
|
|
2019
Q3 | $3.84M | Sell |
32,429
-676
| -2% | -$80K | 0.03% | 88 |
|
|
2019
Q2 | $4.09M | Buy |
33,105
+2,783
| +9% | +$343K | 0.04% | 81 |
|
|
2019
Q1 | $3.31M | Buy |
30,322
+4,264
| +16% | +$466K | 0.03% | 95 |
|
|
2018
Q4 | $2.48M | Buy |
+26,058
| New | +$2.48M | 0.03% | 108 |
|