Advisor Resource Council’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 | $594K | Sell |
|
|||||
|
2025
Q1 | $237K | Buy |
|
|||||
|
2024
Q4 | – | Sell |
|
|||||
|
2024
Q3 | $815K | Buy |
|
|||||
|
2024
Q2 | – | Sell |
|
|||||
|
2024
Q1 | $593K | Buy |
|
|||||
|
2023
Q4 | – | Sell |
|
|||||
|
2023
Q3 | $484K | Buy |
|
|||||
|
2023
Q2 | $520K | Sell |
|
|||||
|
2023
Q1 | $549K | Buy |
|
|||||
|
2022
Q4 | $456K | Sell |
|
|||||
|
2022
Q3 | $418K | Sell |
|
|||||
|
2022
Q2 | $616K | Sell |
|
|||||
|
2022
Q1 | $1.8M | Sell |
|
|||||
|
2021
Q4 | $1.86M | Buy |
|
|||||
|
2021
Q3 | $1.77M | Sell |
|
|||||
|
2021
Q2 | $1.78M | Buy |
|