Wela Strategies’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 | $686K | Buy |
2,149
+117
| +6% | +$37.3K | 0.27% | 28 |
|
|
2025
Q1 | $547K | Buy |
2,032
+85
| +4% | +$22.9K | 0.23% | 33 |
|
|
2024
Q4 | $578K | Buy |
1,947
+251
| +15% | +$74.5K | 0.25% | 31 |
|
|
2024
Q3 | $460K | Sell |
1,696
-68
| -4% | -$18.4K | 0.2% | 41 |
|
|
2024
Q2 | $408K | Sell |
1,764
-1
| -0.1% | -$232 | 0.19% | 40 |
|
|
2024
Q1 | $402K | Sell |
1,765
-468
| -21% | -$107K | 0.19% | 40 |
|
|
2023
Q4 | $418K | Buy |
2,233
+87
| +4% | +$16.3K | 0.22% | 34 |
|
|
2023
Q3 | $320K | Buy |
+2,146
| New | +$320K | 0.19% | 41 |
|