Annex Advisory Services’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
Q3 | $423K | Sell |
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|
2025
Q2 | $408K | Sell |
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|
2025
Q1 | $500K | Buy |
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|
2024
Q4 | $460K | Sell |
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|
2024
Q3 | $422K | Buy |
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|
2024
Q2 | $354K | Hold |
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|
2024
Q1 | $348K | Sell |
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|
2023
Q4 | $341K | Buy |
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|
2023
Q3 | $225K | Sell |
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|
2023
Q2 | $319K | Buy |
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|
2023
Q1 | $250K | Sell |
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|
2022
Q4 | $227K | Sell |
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|
2022
Q3 | $234K | Sell |
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|
2022
Q2 | $258K | Buy |
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|
2022
Q1 | $343K | Sell |
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|
2021
Q4 | $707K | Buy |
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|
2021
Q3 | $241K | Hold |
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|
2021
Q2 | $237K | Hold |
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|
2021
Q1 | $203K | Buy |
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