Worth Financial Advisory Group’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 | $270K | Sell |
847
-901
| -52% | -$287K | 0.17% | 125 |
|
|
2025
Q1 | $470K | Buy |
1,748
+101
| +6% | +$27.2K | 0.3% | 83 |
|
|
2024
Q4 | $489K | Buy |
1,647
+4
| +0.2% | +$1.19K | 0.3% | 80 |
|
|
2024
Q3 | $446K | Sell |
1,643
-32
| -2% | -$8.68K | 0.26% | 90 |
|
|
2024
Q2 | $388K | Sell |
1,675
-840
| -33% | -$194K | 0.25% | 90 |
|
|
2024
Q1 | $573K | Buy |
+2,515
| New | +$573K | 0.4% | 68 |
|