Baker Tilly 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $907K | Buy |
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|
2025
Q2 | $261K | Buy |
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|
2025
Q1 | – | Sell |
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|
2024
Q4 | $218K | Sell |
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|
2024
Q3 | $203K | Sell |
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|
2024
Q2 | $235K | Sell |
|
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|
2024
Q1 | $1M | Sell |
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|
2023
Q4 | $889K | Sell |
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|
2023
Q3 | $763K | Sell |
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|
2023
Q2 | $1.17M | Buy |
|
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|
2023
Q1 | $1.05M | Buy |
|
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|
2022
Q4 | $832K | Sell |
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|
2022
Q3 | $774K | Buy |
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|
2022
Q2 | $750K | Sell |
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|
2022
Q1 | $1.08M | Buy |
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|
2021
Q4 | $886K | Buy |
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|
2021
Q3 | $879K | Buy |
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|
2021
Q2 | $819K | Buy |
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|
2021
Q1 | $655K | Buy |
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|
2020
Q4 | $361K | Buy |
|