Accel 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $355K | Sell |
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|
2025
Q2 | $576K | Buy |
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|
2025
Q1 | $447K | Buy |
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|
2024
Q4 | $485K | Sell |
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|
2024
Q3 | $462K | Buy |
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|
2024
Q2 | $381K | Sell |
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|
2024
Q1 | $396K | Buy |
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|
2023
Q4 | $269K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $129K | Sell |
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|
2022
Q4 | $120K | Sell |
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|
2022
Q3 | $220K | Sell |
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|
2022
Q2 | $219K | Sell |
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|
2022
Q1 | $306K | Sell |
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|
2021
Q4 | $283K | Buy |
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|
2021
Q3 | $189K | Buy |
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|
2021
Q2 | $43K | Buy |
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|
2021
Q1 | $37K | Hold |
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|
2020
Q4 | $31K | Buy |
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