Aptus Capital 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 | $3.15M | Sell |
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|
2025
Q1 | $2.82M | Buy |
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|
2024
Q4 | $2.83M | Buy |
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|
2024
Q3 | $2.12M | Buy |
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|
2024
Q2 | $1.49M | Sell |
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|
2024
Q1 | $1.48M | Buy |
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|
2023
Q4 | $1.15M | Sell |
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|
2023
Q3 | $1.99M | Buy |
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|
2023
Q2 | $1.97M | Buy |
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|
2023
Q1 | $1.77M | Buy |
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|
2022
Q4 | $591K | Buy |
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|
2022
Q3 | $508K | Buy |
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|
2022
Q2 | $505K | Sell |
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|
2022
Q1 | $706K | Buy |
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|
2021
Q4 | $396K | Buy |
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|
2021
Q3 | $350K | Buy |
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|
2021
Q2 | $317K | Buy |
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|
2021
Q1 | $258K | Sell |
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|
2020
Q4 | $219K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $2.56M | Buy |
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|
2019
Q3 | $258K | Sell |
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|
2019
Q2 | $272K | Buy |
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|
2019
Q1 | $226K | Buy |
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|
2018
Q4 | – | Hold |
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