Aspiriant LLC’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 | $1.44M | Sell |
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|
2025
Q2 | $1.41M | Sell |
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|
2025
Q1 | $1.25M | Sell |
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|
2024
Q4 | $1.53M | Buy |
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|
2024
Q3 | $1.36M | Sell |
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|
2024
Q2 | $1.32M | Sell |
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|
2024
Q1 | $1.44M | Buy |
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|
2023
Q4 | $1.18M | Buy |
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|
2023
Q3 | $764K | Buy |
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|
2023
Q2 | $857K | Sell |
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|
2023
Q1 | $855K | Sell |
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|
2022
Q4 | $769K | Buy |
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|
2022
Q3 | $670K | Buy |
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|
2022
Q2 | $649K | Sell |
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|
2022
Q1 | $911K | Buy |
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|
2021
Q4 | $764K | Buy |
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|
2021
Q3 | $771K | Sell |
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|
2021
Q2 | $761K | Sell |
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|
2021
Q1 | $652K | Sell |
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|
2020
Q4 | $573K | Buy |
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|
2020
Q3 | $462K | Buy |
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|
2020
Q2 | $441K | Sell |
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|
2020
Q1 | $398K | Buy |
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|
2019
Q4 | $576K | Hold |
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|
2019
Q3 | $549K | Sell |
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|
2019
Q2 | $605K | Sell |
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|
2019
Q1 | $567K | Sell |
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|
2018
Q4 | $503K | Buy |
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|
2018
Q3 | $518K | Hold |
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|
2018
Q2 | $476K | Sell |
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|
2018
Q1 | $468K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $222K | Buy |
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|
2015
Q3 | – | Sell |
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|
2015
Q2 | $443K | Sell |
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|
2015
Q1 | $446K | Buy |
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