Addison 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 | $179K | Sell |
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|
2025
Q1 | $161K | Buy |
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|
2024
Q4 | $169K | Sell |
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|
2024
Q3 | $169K | Sell |
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|
2024
Q2 | $162K | Buy |
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|
2024
Q1 | $113K | Buy |
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|
2023
Q4 | $80.6K | Buy |
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|
2023
Q3 | $38.2K | Sell |
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|
2023
Q2 | $46.9K | Buy |
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|
2023
Q1 | $39.4K | Buy |
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|
2022
Q4 | $24.4K | Sell |
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|
2022
Q3 | $27K | Buy |
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|
2022
Q2 | $8K | Sell |
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|
2022
Q1 | $43K | Buy |
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|
2021
Q4 | $9K | Buy |
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|
2021
Q3 | $1K | Buy |
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