Wealthspire Advisors (New York)’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 | $3.59M | Buy |
11,261
+21
| +0.2% | +$6.7K | 0.02% | 193 |
|
|
2025
Q1 | $3.02M | Sell |
11,240
-35
| -0.3% | -$9.42K | 0.02% | 210 |
|
|
2024
Q4 | $3.35M | Buy |
11,275
+1,377
| +14% | +$409K | 0.03% | 182 |
|
|
2024
Q3 | $2.68M | Buy |
9,898
+4,428
| +81% | +$1.2M | 0.03% | 208 |
|
|
2024
Q2 | $1.27M | Sell |
5,470
-325
| -6% | -$75.3K | 0.02% | 274 |
|
|
2024
Q1 | $1.32M | Sell |
5,795
-557
| -9% | -$127K | 0.02% | 268 |
|
|
2023
Q4 | $1.19M | Buy |
6,352
+625
| +11% | +$117K | 0.02% | 280 |
|
|
2023
Q3 | $854K | Buy |
5,727
+654
| +13% | +$97.6K | 0.01% | 304 |
|
|
2023
Q2 | $884K | Sell |
5,073
-5
| -0.1% | -$871 | 0.01% | 269 |
|
|
2023
Q1 | $838K | Sell |
5,078
-1,768
| -26% | -$292K | 0.01% | 280 |
|
|
2022
Q4 | $1.01M | Buy |
6,846
+1,746
| +34% | +$258K | 0.02% | 260 |
|
|
2022
Q3 | $688K | Buy |
5,100
+1,108
| +28% | +$149K | 0.01% | 289 |
|
|
2022
Q2 | $553K | Buy |
3,992
+649
| +19% | +$89.9K | 0.01% | 299 |
|
|
2022
Q1 | $625K | Sell |
3,343
-3,591
| -52% | -$671K | 0.01% | 238 |
|
|
2021
Q4 | $1.13M | Sell |
6,934
-880
| -11% | -$144K | 0.03% | 215 |
|
|
2021
Q3 | $1.31M | Buy |
7,814
+5,237
| +203% | +$877K | 0.03% | 215 |
|
|
2021
Q2 | $426K | Sell |
2,577
-11,548
| -82% | -$1.91M | 0.01% | 241 |
|
|
2021
Q1 | $2M | Buy |
14,125
+5,459
| +63% | +$772K | 0.05% | 175 |
|
|
2020
Q4 | $1.05M | Buy |
8,666
+3,616
| +72% | +$437K | 0.03% | 201 |
|
|
2020
Q3 | $506K | Buy |
5,050
+1,175
| +30% | +$118K | 0.03% | 181 |
|
|
2020
Q2 | $369K | Sell |
3,875
-6,510
| -63% | -$620K | 0.03% | 180 |
|
|
2020
Q1 | $889K | Buy |
10,385
+8,220
| +380% | +$704K | 0.04% | 213 |
|
|
2019
Q4 | $270K | Buy |
+2,165
| New | +$270K | 0.02% | 162 |
|
|
2019
Q1 | – | Sell |
-791
| Closed | -$75K | – | 110 |
|
|
2018
Q4 | $75K | Buy |
+791
| New | +$75K | 0.01% | 135 |
|