Aurora Private Wealth’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 | $2.15M | Buy |
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|
2025
Q1 | $1.76M | Sell |
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|
2024
Q4 | $1.99M | Buy |
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|
2024
Q3 | $1.75M | Buy |
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|
2024
Q2 | $1.47M | Sell |
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|
2024
Q1 | $1.45M | Hold |
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|
2023
Q4 | $1.19M | Hold |
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|
2023
Q3 | $949K | Hold |
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|
2023
Q2 | $1.11M | Sell |
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|
2023
Q1 | $1.1M | Hold |
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|
2022
Q4 | $984K | Hold |
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|
2022
Q3 | $898K | Sell |
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|
2022
Q2 | $940K | Buy |
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|
2022
Q1 | $1.25M | Hold |
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|
2021
Q4 | $1.09M | Sell |
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|
2021
Q3 | $1.13M | Buy |
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|
2021
Q2 | $1.05M | Buy |
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|
2021
Q1 | $870K | Sell |
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|
2020
Q4 | $744K | Sell |
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|
2020
Q3 | $669K | Hold |
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|
2020
Q2 | $635K | Sell |
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|
2020
Q1 | $1.51M | Buy |
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|
2019
Q4 | $1.19M | Buy |
|