XML Financial’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 | $510K | Hold |
1,598
| – | – | 0.04% | 238 |
|
|
2025
Q1 | $430K | Sell |
1,598
-150
| -9% | -$40.4K | 0.04% | 241 |
|
|
2024
Q4 | $519K | Buy |
1,748
+621
| +55% | +$184K | 0.05% | 226 |
|
|
2024
Q3 | $306K | Buy |
1,127
+101
| +10% | +$27.4K | 0.03% | 287 |
|
|
2024
Q2 | $238K | Buy |
1,026
+1
| +0.1% | +$232 | 0.02% | 302 |
|
|
2024
Q1 | $233K | Buy |
+1,025
| New | +$233K | 0.02% | 308 |
|
|
2022
Q2 | – | Sell |
-1,234
| Closed | -$231K | – | 236 |
|
|
2022
Q1 | $231K | Buy |
1,234
+1
| +0.1% | +$187 | 0.03% | 292 |
|
|
2021
Q4 | $202K | Buy |
1,233
+1
| +0.1% | +$164 | 0.02% | 302 |
|
|
2021
Q3 | $206K | Buy |
+1,232
| New | +$206K | 0.03% | 290 |
|
|
2021
Q1 | – | Sell |
-1,724
| Closed | -$208K | – | 215 |
|
|
2020
Q4 | $208K | Buy |
+1,724
| New | +$208K | 0.05% | 195 |
|