Avitas Wealth Management’s American Express AXP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $8.39M | Buy |
|
|||||
|
2024
Q3 | $7.61M | Buy |
|
|||||
|
2024
Q2 | $6.41M | Buy |
|
|||||
|
2024
Q1 | $6.28M | Buy |
|
|||||
|
2023
Q4 | $5.1M | Buy |
|
|||||
|
2023
Q3 | $3.93M | Sell |
|
|||||
|
2023
Q2 | $4.6M | Buy |
|
|||||
|
2023
Q1 | $4.32M | Sell |
|
|||||
|
2022
Q4 | $3.9M | Sell |
|
|||||
|
2022
Q3 | $3.58M | Buy |
|
|||||
|
2022
Q2 | $3.64M | Buy |
|
|||||
|
2022
Q1 | $4.18M | Sell |
|
|||||
|
2021
Q4 | $4.63M | Buy |
|
|||||
|
2021
Q3 | $4.67M | Sell |
|
|||||
|
2021
Q2 | $4.63M | Buy |
|
|||||
|
2021
Q1 | $3.87M | Buy |
|
|||||
|
2020
Q4 | $3.28M | Buy |
|
|||||
|
2020
Q3 | $2.09M | Buy |
|
|||||
|
2020
Q2 | $1.57M | Buy |
|