Atlas 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 | $57.7K | Sell |
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|
2025
Q1 | $54.6K | Buy |
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|
2024
Q4 | $57.3K | Sell |
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|
2024
Q3 | $72.1K | Buy |
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|
2024
Q2 | $54.2K | Sell |
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|
2024
Q1 | $65.1K | Buy |
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|
2023
Q4 | $43.8K | Hold |
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|
2023
Q3 | $34.9K | Hold |
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|
2023
Q2 | $40.8K | Hold |
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|
2023
Q1 | $38.6K | Hold |
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|
2022
Q4 | $34.6K | Hold |
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|
2022
Q3 | $31.6K | Hold |
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|
2022
Q2 | $32.4K | Sell |
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|
2022
Q1 | $1.74M | Sell |
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|
2021
Q4 | $1.67M | Buy |
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|
2021
Q3 | $8.04K | Hold |
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|
2021
Q2 | $7.93K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $39.9K | Sell |
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|
2019
Q4 | $86.5K | Sell |
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|
2019
Q3 | $177K | Sell |
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|
2019
Q2 | $224K | Buy |
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|
2019
Q1 | $178K | Sell |
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|
2018
Q4 | $214K | Buy |
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|
2018
Q3 | $140K | Hold |
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|
2018
Q2 | $131K | Sell |
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|
2018
Q1 | $158K | Buy |
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