Avantax Advisory Services’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 | $8.35M | Buy |
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|
2025
Q1 | $6.91M | Sell |
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|
2024
Q4 | $7.81M | Buy |
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|
2024
Q3 | $6.71M | Buy |
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|
2024
Q2 | $5.24M | Buy |
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|
2024
Q1 | $3.53M | Sell |
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|
2023
Q4 | $3.31M | Buy |
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|
2023
Q3 | $2.08M | Sell |
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|
2023
Q2 | $2.45M | Sell |
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|
2023
Q1 | $2.48M | Sell |
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|
2022
Q4 | $2.34M | Buy |
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|
2022
Q3 | $1.94M | Sell |
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|
2022
Q2 | $2.13M | Sell |
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|
2022
Q1 | $3.94M | Buy |
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|
2021
Q4 | $2.34M | Buy |
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|
2021
Q3 | $2.07M | Buy |
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|
2021
Q2 | $1.76M | Sell |
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|
2021
Q1 | $1.55M | Sell |
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|
2020
Q4 | $1.65M | Sell |
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|
2020
Q3 | $2.66M | Buy |
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|
2020
Q2 | $1.18M | Buy |
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|
2020
Q1 | $931K | Buy |
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|
2019
Q4 | $913K | Buy |
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|
2019
Q3 | $569K | Buy |
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|
2019
Q2 | $562K | Buy |
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|
2019
Q1 | $314K | Buy |
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|
2018
Q4 | $268K | Buy |
|