Aries Wealth Management’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 | $661K | Hold |
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|
2025
Q1 | $558K | Hold |
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|
2024
Q4 | $615K | Sell |
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|
2024
Q3 | $991K | Sell |
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|
2024
Q2 | $854K | Buy |
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|
2024
Q1 | $823K | Sell |
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|
2023
Q4 | $684K | Sell |
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|
2023
Q3 | $620K | Buy |
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|
2023
Q2 | $638K | Hold |
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|
2023
Q1 | $604K | Hold |
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|
2022
Q4 | $541K | Sell |
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|
2022
Q3 | $553K | Sell |
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|
2022
Q2 | $521K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $636K | Buy |
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|
2021
Q3 | $634K | Buy |
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|
2021
Q2 | $604K | Buy |
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|
2021
Q1 | $518K | Buy |
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|
2020
Q4 | $419K | Hold |
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|
2020
Q3 | $345K | Sell |
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|
2020
Q2 | $334K | Buy |
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|
2020
Q1 | $255K | Buy |
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|
2019
Q4 | $408K | Hold |
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|
2019
Q3 | $382K | Sell |
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|
2019
Q2 | $425K | Sell |
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|
2019
Q1 | $382K | Hold |
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|
2018
Q4 | $333K | Hold |
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|
2018
Q3 | $372K | Hold |
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|
2018
Q2 | $348K | Sell |
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|
2018
Q1 | $339K | Buy |
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|
2017
Q4 | $334K | Buy |
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