Baltimore-Washington Financial 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
Q2 | $271K | Hold |
|
|||||
|
2025
Q1 | $229K | Hold |
|
|||||
|
2024
Q4 | $253K | Sell |
|
|||||
|
2024
Q3 | $232K | Buy |
|
|||||
|
2023
Q3 | – | Sell |
|
|||||
|
2023
Q2 | $220K | Hold |
|
|||||
|
2023
Q1 | $208K | Sell |
|
|||||
|
2022
Q4 | $275K | Sell |
|
|||||
|
2022
Q3 | $261K | Hold |
|
|||||
|
2022
Q2 | $269K | Buy |
|
|||||
|
2022
Q1 | $265K | Sell |
|
|||||
|
2021
Q4 | $350K | Buy |
|
|||||
|
2021
Q3 | $314K | Hold |
|
|||||
|
2021
Q2 | $310K | Buy |
|
|||||
|
2021
Q1 | $265K | Buy |
|
|||||
|
2015
Q4 | – | Sell |
|
|||||
|
2015
Q3 | $2K | Buy |
|
|||||
|
2015
Q2 | $2K | Sell |
|
|||||
|
2015
Q1 | $18K | Hold |
|
|||||
|
2014
Q4 | $21K | Sell |
|
|||||
|
2014
Q3 | $22K | Hold |
|
|||||
|
2014
Q2 | $24K | Hold |
|
|||||
|
2014
Q1 | $23K | Hold |
|
|||||
|
2013
Q4 | $23K | Hold |
|
|||||
|
2013
Q3 | $19K | Hold |
|
|||||
|
2013
Q2 | $19K | Buy |
|