Ackerman Capital Advisors’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 | $306K | Hold |
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|
2025
Q2 | $293K | Sell |
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|
2025
Q1 | $255K | Hold |
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|
2024
Q4 | $281K | Hold |
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|
2024
Q3 | $257K | Hold |
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|
2024
Q2 | $219K | Hold |
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|
2024
Q1 | $215K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $206K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $212K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $373K | Buy |
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|
2019
Q3 | $237K | Hold |
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|
2019
Q2 | $247K | Hold |
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|
2019
Q1 | $219K | Sell |
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|
2018
Q4 | $3K | Buy |
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