AssetMark Inc’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 | $24.4M | Buy |
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|
2025
Q1 | $20M | Buy |
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|
2024
Q4 | $20.5M | Buy |
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|
2024
Q3 | $18.2M | Buy |
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|
2024
Q2 | $14.6M | Buy |
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|
2024
Q1 | $14M | Buy |
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|
2023
Q4 | $9.85M | Buy |
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|
2023
Q3 | $7.09M | Sell |
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|
2023
Q2 | $8.44M | Buy |
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|
2023
Q1 | $6.72M | Buy |
|
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|
2022
Q4 | $4.99M | Buy |
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|
2022
Q3 | $3.46M | Buy |
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|
2022
Q2 | $2.53M | Buy |
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|
2022
Q1 | $2.02M | Buy |
|
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|
2021
Q4 | $715K | Buy |
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|
2021
Q3 | $196K | Buy |
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|
2021
Q2 | $169K | Buy |
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|
2021
Q1 | $130K | Sell |
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|
2020
Q4 | $129K | Buy |
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|
2020
Q3 | $98K | Buy |
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|
2020
Q2 | $75K | Sell |
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|
2020
Q1 | $626K | Buy |
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|
2019
Q4 | $132K | Buy |
|
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|
2019
Q3 | $99K | Sell |
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|
2019
Q2 | $113K | Sell |
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|
2019
Q1 | $108K | Sell |
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|
2018
Q4 | $123K | Sell |
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|
2018
Q3 | $171K | Sell |
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|
2018
Q2 | $167K | Sell |
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|
2018
Q1 | $171K | Sell |
|
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|
2017
Q4 | $414K | Buy |
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|
2017
Q3 | $199K | Sell |
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|
2017
Q2 | $195K | Buy |
|
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|
2017
Q1 | $179K | Sell |
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|
2016
Q4 | $213K | Sell |
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|
2016
Q3 | $216K | Buy |
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|
2016
Q2 | $195K | Buy |
|
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|
2016
Q1 | $196K | Sell |
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|
2015
Q4 | $232K | Buy |
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|
2015
Q3 | $22K | Buy |
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|
2015
Q2 | $4K | Buy |
|