WealthPLAN 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 | $281K | Hold |
880
| – | – | 0.05% | 225 |
|
|
2025
Q1 | $237K | Buy |
+880
| New | +$237K | 0.03% | 234 |
|
|
2023
Q3 | – | Sell |
-581
| Closed | -$101K | – | 369 |
|
|
2023
Q2 | $101K | Sell |
581
-100
| -15% | -$17.4K | 0.01% | 398 |
|
|
2023
Q1 | $112K | Buy |
+681
| New | +$112K | 0.01% | 402 |
|
|
2020
Q3 | – | Sell |
-2,697
| Closed | -$271K | – | 312 |
|
|
2020
Q2 | $271K | Sell |
2,697
-519
| -16% | -$52.2K | 0.03% | 256 |
|
|
2020
Q1 | $270K | Buy |
+3,216
| New | +$270K | 0.04% | 208 |
|
|
2017
Q2 | – | Sell |
-185
| Closed | -$14.4K | – | 198 |
|
|
2017
Q1 | $14.4K | Buy |
+185
| New | +$14.4K | 0.05% | 218 |
|
|
2016
Q3 | $112K | Sell |
1,755
-1,893
| -52% | -$121K | 0.04% | 219 |
|
|
2016
Q2 | $112K | Buy |
+3,648
| New | +$112K | 0.01% | 573 |
|
|
2015
Q4 | $22.8K | Buy |
+744
| New | +$22.8K | ﹤0.01% | 872 |
|
|
2015
Q2 | $16K | Sell |
208
-385
| -65% | -$29.6K | 0.01% | 272 |
|
|
2015
Q1 | $48K | Buy |
+593
| New | +$48K | 0.02% | 243 |
|