Allegheny Financial Group’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 | $1.25M | Sell |
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|
2025
Q1 | $1.23M | Sell |
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|
2024
Q4 | $1.37M | Sell |
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|
2024
Q3 | $1.27M | Buy |
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|
2024
Q2 | $1.05M | Buy |
|
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|
2024
Q1 | $1.04M | Sell |
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|
2023
Q4 | $858K | Buy |
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|
2023
Q3 | $674K | Buy |
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|
2023
Q2 | $780K | Buy |
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|
2023
Q1 | $738K | Sell |
|
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|
2022
Q4 | $665K | Buy |
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|
2022
Q3 | $605K | Buy |
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|
2022
Q2 | $608K | Sell |
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|
2022
Q1 | $826K | Buy |
|
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|
2021
Q4 | $722K | Buy |
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|
2021
Q3 | $739K | Sell |
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|
2021
Q2 | $743K | Buy |
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|
2021
Q1 | $630K | Buy |
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|
2020
Q4 | $538K | Buy |
|