Beaumont 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
Q3 | $2.8M | Sell |
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|
2025
Q2 | $2.75M | Sell |
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|
2025
Q1 | $2.32M | Buy |
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|
2024
Q4 | $2.55M | Buy |
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|
2024
Q3 | $2.27M | Sell |
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|
2024
Q2 | $2.02M | Sell |
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|
2024
Q1 | $2M | Hold |
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|
2023
Q4 | $1.65M | Buy |
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|
2023
Q3 | $1.3M | Sell |
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|
2023
Q2 | $1.53M | Buy |
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|
2023
Q1 | $1.43M | Hold |
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|
2022
Q4 | $1.28M | Sell |
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|
2022
Q3 | $1.18M | Sell |
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|
2022
Q2 | $1.23M | Sell |
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|
2022
Q1 | $1.69M | Sell |
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|
2021
Q4 | $1.52M | Buy |
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|
2021
Q3 | $1.54M | Sell |
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|
2021
Q2 | $1.63M | Buy |
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|
2021
Q1 | $1.29M | Buy |
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|
2020
Q4 | $1.03M | Sell |
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|
2020
Q3 | $891K | Sell |
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|
2020
Q2 | $848K | Sell |
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|
2020
Q1 | $776K | Sell |
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|
2019
Q4 | $1.2M | Sell |
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|
2019
Q3 | $1.18M | Buy |
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|
2019
Q2 | $367K | Buy |
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|
2019
Q1 | $295K | Hold |
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|
2018
Q4 | $257K | Buy |
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|
2018
Q3 | $260K | Hold |
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|
2018
Q2 | $239K | Sell |
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|
2018
Q1 | $256K | Buy |
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|
2014
Q1 | – | Sell |
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|
2013
Q4 | $206K | Buy |
|