Avantax Planning Partners’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 | $843K | Sell |
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|
2025
Q2 | $901K | Buy |
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|
2025
Q1 | $760K | Buy |
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|
2024
Q4 | $748K | Sell |
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|
2024
Q3 | $738K | Sell |
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|
2024
Q2 | $961K | Sell |
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|
2024
Q1 | $999K | Buy |
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|
2023
Q4 | $727K | Buy |
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|
2023
Q3 | $324K | Buy |
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|
2023
Q2 | $377K | Buy |
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|
2023
Q1 | $348K | Sell |
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|
2022
Q4 | $320K | Buy |
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|
2022
Q3 | $272K | Sell |
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|
2022
Q2 | $326K | Buy |
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|
2022
Q1 | $439K | Buy |
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|
2021
Q4 | $383K | Buy |
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|
2021
Q3 | $263K | Sell |
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|
2021
Q2 | $267K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $216K | Sell |
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|
2019
Q3 | $233K | Buy |
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|
2019
Q2 | $235K | Sell |
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|
2019
Q1 | $211K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $177K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $162K | Sell |
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|
2017
Q4 | $209K | Sell |
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|
2017
Q3 | $267K | Buy |
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