Baldwin Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $203K | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $2.17K | Sell |
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|
2024
Q2 | $8.1K | Buy |
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|
2024
Q1 | $1.82K | Sell |
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|
2023
Q4 | $29K | Buy |
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|
2023
Q3 | $9.85K | Hold |
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|
2023
Q2 | $11.5K | Hold |
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|
2023
Q1 | $10.9K | Buy |
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|
2022
Q4 | $1.18K | Sell |
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|
2022
Q3 | $15K | Buy |
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|
2022
Q2 | $4K | Hold |
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|
2022
Q1 | $5K | Buy |
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|
2016
Q3 | – | Sell |
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|
2016
Q2 | $91K | Sell |
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|
2016
Q1 | $126K | Buy |
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|
2014
Q4 | – | Sell |
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|
2014
Q3 | $521K | Sell |
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|
2014
Q2 | $2.28M | Buy |
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|
2014
Q1 | $2.15M | Sell |
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|
2013
Q4 | $2.19M | Buy |
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|
2013
Q3 | $1.76M | Sell |
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|
2013
Q2 | $1.81M | Buy |
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