Ascent Wealth Partners’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 | $241K | Hold |
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|
2025
Q2 | $232K | Buy |
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|
2025
Q1 | – | Sell |
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|
2024
Q4 | $214K | Buy |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $232K | Sell |
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|
2015
Q2 | $250K | Sell |
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|
2015
Q1 | $2.32M | Buy |
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|
2014
Q4 | $2.56M | Buy |
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|
2014
Q3 | $2.33M | Sell |
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|
2014
Q2 | $2.53M | Buy |
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|
2014
Q1 | $2.36M | Buy |
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|
2013
Q4 | $2.35M | Buy |
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