Wolf Group Capital 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
Q1 | $2.38M | Sell |
8,832
-2,327
| -21% | -$626K | 0.8% | 36 |
|
|
2024
Q4 | $1.94M | Hold |
11,159
| – | – | 0.94% | 37 |
|
|
2024
Q3 | $1.94M | Buy |
11,159
+1,291
| +13% | +$225K | 0.92% | 38 |
|
|
2024
Q2 | $2.28M | Sell |
9,868
-1,291
| -12% | -$299K | 0.9% | 35 |
|
|
2024
Q1 | $1.94M | Hold |
11,159
| – | – | 0.92% | 38 |
|
|
2023
Q4 | $1.94M | Buy |
11,159
+317
| +3% | +$55.2K | 0.92% | 38 |
|
|
2023
Q3 | $1.62M | Sell |
10,842
-373
| -3% | -$55.6K | 0.77% | 44 |
|
|
2023
Q2 | $1.82M | Sell |
11,215
-691
| -6% | -$112K | 0.91% | 39 |
|
|
2023
Q1 | $1.96M | Sell |
11,906
-1,210
| -9% | -$200K | 0.98% | 33 |
|
|
2022
Q4 | $1.94M | Sell |
13,116
-205
| -2% | -$30.3K | 0.91% | 36 |
|
|
2022
Q3 | $1.8M | Buy |
13,321
+10
| +0.1% | +$1.35K | 0.98% | 34 |
|
|
2022
Q2 | $1.85M | Buy |
13,311
+2,101
| +19% | +$291K | 0.96% | 35 |
|
|
2022
Q1 | $2.1M | Buy |
+11,210
| New | +$2.1M | 1.07% | 29 |
|