Wealthstar Advisors’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 | $446K | Buy |
1,398
+72
| +5% | +$23K | 0.17% | 102 |
|
|
2025
Q1 | $357K | Buy |
1,326
+285
| +27% | +$76.7K | 0.16% | 110 |
|
|
2024
Q4 | $309K | Buy |
+1,041
| New | +$309K | 0.13% | 112 |
|
|
2024
Q2 | – | Sell |
-998
| Closed | -$227K | – | 36 |
|
|
2024
Q1 | $227K | Buy |
+998
| New | +$227K | 0.08% | 117 |
|