9258 Wealth Management’s American Express AXP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $635K | Hold |
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|
2024
Q2 | $542K | Sell |
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|
2024
Q1 | $535K | Sell |
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|
2023
Q4 | $449K | Hold |
|
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|
2023
Q3 | $358K | Buy |
|
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|
2023
Q2 | $407K | Buy |
|
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|
2023
Q1 | $382K | Buy |
|
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|
2022
Q4 | $309K | Hold |
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|
2022
Q3 | $282K | Sell |
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|
2022
Q2 | $298K | Buy |
|
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|
2022
Q1 | $401K | Sell |
|
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|
2021
Q4 | $353K | Buy |
|
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|
2021
Q3 | $359K | Sell |
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|
2021
Q2 | $355K | Buy |
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|
2020
Q3 | – | Sell |
|
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|
2020
Q2 | $212K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $416K | Buy |
|
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|
2019
Q3 | $229K | Sell |
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|
2019
Q2 | $246K | Sell |
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|
2019
Q1 | $222K | Sell |
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|
2018
Q4 | $202K | Buy |
|