Wealthquest’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 | $580K | Buy |
1,818
+46
| +3% | +$14.7K | 0.05% | 70 |
|
|
2025
Q1 | $477K | Buy |
1,772
+4
| +0.2% | +$1.08K | 0.04% | 74 |
|
|
2024
Q4 | $525K | Buy |
1,768
+32
| +2% | +$9.5K | 0.04% | 70 |
|
|
2024
Q3 | $466K | Buy |
1,736
+5
| +0.3% | +$1.34K | 0.04% | 75 |
|
|
2024
Q2 | $401K | Hold |
1,731
| – | – | 0.04% | 82 |
|
|
2024
Q1 | $394K | Buy |
1,731
+12
| +0.7% | +$2.73K | 0.04% | 83 |
|
|
2023
Q4 | $322K | Sell |
1,719
-27
| -2% | -$5.06K | 0.04% | 101 |
|
|
2023
Q3 | $260K | Buy |
1,746
+27
| +2% | +$4.03K | 0.03% | 112 |
|
|
2023
Q2 | $299K | Hold |
1,719
| – | – | 0.04% | 97 |
|
|
2023
Q1 | $284K | Sell |
1,719
-43
| -2% | -$7.09K | 0.04% | 100 |
|
|
2022
Q4 | $260K | Hold |
1,762
| – | – | 0.03% | 106 |
|
|
2022
Q3 | $237K | Hold |
1,762
| – | – | 0.03% | 111 |
|
|
2022
Q2 | $244K | Sell |
1,762
-2
| -0.1% | -$277 | 0.04% | 107 |
|
|
2022
Q1 | $288K | Hold |
1,764
| – | – | 0.04% | 111 |
|
|
2021
Q4 | $288K | Sell |
1,764
-43
| -2% | -$7.02K | 0.04% | 111 |
|
|
2021
Q3 | $302K | Sell |
1,807
-43
| -2% | -$7.19K | 0.05% | 104 |
|
|
2021
Q2 | $305K | Buy |
1,850
+131
| +8% | +$21.6K | 0.05% | 107 |
|
|
2021
Q1 | $243K | Sell |
1,719
-32
| -2% | -$4.52K | 0.05% | 122 |
|
|
2020
Q4 | $211K | Buy |
+1,751
| New | +$211K | 0.05% | 129 |
|
|
2019
Q4 | $237K | Sell |
1,907
-9
| -0.5% | -$1.12K | 0.07% | 116 |
|
|
2019
Q3 | $226K | Buy |
1,916
+73
| +4% | +$8.61K | 0.08% | 120 |
|
|
2019
Q2 | $227K | Sell |
1,843
-200
| -10% | -$24.6K | 0.09% | 114 |
|
|
2019
Q1 | $223K | Buy |
+2,043
| New | +$223K | 0.08% | 119 |
|
|
2015
Q3 | $248K | Buy |
3,352
+162
| +5% | +$12K | 0.45% | 34 |
|
|
2015
Q2 | $248K | Hold |
3,190
| – | – | 0.36% | 38 |
|
|
2015
Q1 | $249K | Hold |
3,190
| – | – | 0.36% | 38 |
|
|
2014
Q4 | $297K | Buy |
+3,190
| New | +$297K | 0.3% | 37 |
|