Ballast Advisors’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 | $652K | Sell |
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|
2025
Q2 | $640K | Buy |
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|
2025
Q1 | $535K | Sell |
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|
2024
Q4 | $717K | Buy |
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|
2024
Q3 | $641K | Sell |
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|
2024
Q2 | $578K | Buy |
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|
2024
Q1 | $542K | Sell |
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|
2023
Q4 | $470K | Sell |
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|
2023
Q3 | $381K | Sell |
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|
2023
Q2 | $451K | Hold |
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|
2023
Q1 | $427K | Sell |
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|
2022
Q4 | $387K | Hold |
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|
2022
Q3 | $354K | Sell |
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|
2022
Q2 | $364K | Buy |
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|
2022
Q1 | $490K | Hold |
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|
2021
Q4 | $429K | Hold |
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|
2021
Q3 | $439K | Sell |
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|
2021
Q2 | $433K | Hold |
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|
2021
Q1 | $371K | Hold |
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|
2020
Q4 | $317K | Buy |
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|
2020
Q3 | $242K | Buy |
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|
2020
Q2 | $216K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $201K | Buy |
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