White Knight Strategic Wealth 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 | $615K | Buy |
1,929
+20
| +1% | +$6.38K | 0.52% | 41 |
|
|
2025
Q1 | $513K | Sell |
1,909
-1,925
| -50% | -$518K | 0.47% | 43 |
|
|
2024
Q4 | $1.14M | Buy |
3,834
+1,929
| +101% | +$572K | 0.48% | 44 |
|
|
2024
Q3 | $517K | Buy |
1,905
+2
| +0.1% | +$542 | 0.47% | 46 |
|
|
2024
Q2 | $441K | Buy |
1,903
+2
| +0.1% | +$463 | 0.44% | 42 |
|
|
2024
Q1 | $433K | Sell |
1,901
-383
| -17% | -$87.2K | 0.45% | 43 |
|
|
2023
Q4 | $428K | Sell |
2,284
-120
| -5% | -$22.5K | 0.49% | 42 |
|
|
2023
Q3 | $359K | Buy |
2,404
+162
| +7% | +$24.2K | 0.47% | 39 |
|
|
2023
Q2 | $390K | Buy |
2,242
+19
| +0.9% | +$3.31K | 0.46% | 40 |
|
|
2023
Q1 | $367K | Sell |
2,223
-235
| -10% | -$38.8K | 0.46% | 46 |
|
|
2022
Q4 | $363K | Hold |
2,458
| – | – | 0.5% | 49 |
|
|
2022
Q3 | $332K | Hold |
2,458
| – | – | 0.48% | 47 |
|
|
2022
Q2 | $341K | Hold |
2,458
| – | – | 0.47% | 46 |
|
|
2022
Q1 | $460K | Sell |
2,458
-780
| -24% | -$146K | 0.5% | 45 |
|
|
2021
Q4 | $530K | Buy |
+3,238
| New | +$530K | 0.55% | 43 |
|