Acorn Wealth 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
Q2 | $524K | Sell |
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|
2025
Q1 | $442K | Hold |
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|
2024
Q4 | $488K | Hold |
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|
2024
Q3 | $446K | Hold |
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|
2024
Q2 | $381K | Buy |
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|
2024
Q1 | $367K | Buy |
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|
2023
Q4 | $302K | Sell |
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|
2023
Q3 | $241K | Buy |
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|
2023
Q2 | $280K | Hold |
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|
2023
Q1 | $266K | Hold |
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|
2022
Q4 | $238K | Buy |
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|
2022
Q3 | $214K | Buy |
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|
2022
Q2 | $218K | Buy |
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|
2022
Q1 | $295K | Buy |
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|
2021
Q4 | $258K | Hold |
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|
2021
Q3 | $264K | Buy |
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|
2021
Q2 | $260K | Buy |
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|
2021
Q1 | $222K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $19K | Buy |
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|
2018
Q1 | $19K | Hold |
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|
2017
Q4 | $20K | Buy |
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