WealthShield 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 | $421K | Sell |
1,320
-19
| -1% | -$6.06K | 0.05% | 249 |
|
|
2025
Q1 | $360K | Buy |
1,339
+556
| +71% | +$150K | 0.05% | 248 |
|
|
2024
Q4 | $232K | Sell |
783
-137
| -15% | -$40.7K | 0.03% | 267 |
|
|
2024
Q3 | $250K | Buy |
+920
| New | +$250K | 0.03% | 266 |
|
|
2021
Q3 | – | Sell |
-582
| Closed | -$166K | – | 275 |
|
|
2021
Q2 | $166K | Buy |
582
+31
| +6% | +$8.84K | 0.03% | 288 |
|
|
2021
Q1 | $78K | Buy |
+551
| New | +$78K | 0.01% | 378 |
|