Adero Partners’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
Q1 | $2.36M | Buy |
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|
2024
Q4 | $2.59M | Buy |
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|
2024
Q3 | $1.34M | Buy |
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|
2024
Q2 | $1.13M | Buy |
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|
2024
Q1 | $962K | Buy |
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|
2023
Q4 | $790K | Sell |
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|
2023
Q3 | $646K | Buy |
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|
2023
Q2 | $721K | Sell |
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|
2023
Q1 | $698K | Buy |
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|
2022
Q4 | $624K | Buy |
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|
2022
Q3 | $313K | Buy |
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|
2022
Q2 | $303K | Buy |
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|
2022
Q1 | $390K | Sell |
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|
2021
Q4 | $345K | Sell |
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|
2021
Q3 | $377K | Buy |
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|
2021
Q2 | $367K | Sell |
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|
2021
Q1 | $318K | Buy |
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|
2020
Q4 | $269K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $2.88M | Buy |
|