Bell & Brown Wealth 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 | $4.68M | Sell |
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|
2025
Q1 | $3.95M | Buy |
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|
2024
Q4 | $4.33M | Sell |
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|
2024
Q3 | $3.99M | Sell |
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|
2024
Q2 | $3.42M | Sell |
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|
2024
Q1 | $3.45M | Sell |
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|
2023
Q4 | $2.88M | Buy |
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|
2023
Q2 | $2.69M | Sell |
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|
2023
Q1 | $2.57M | Sell |
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|
2022
Q4 | $2.33M | Buy |
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|
2022
Q3 | $2.12M | Sell |
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|
2022
Q2 | $2.2M | Sell |
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|
2022
Q1 | $3.07M | Sell |
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|
2021
Q4 | $3.37M | Buy |
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|
2021
Q3 | $2.82M | Buy |
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|
2020
Q3 | $1.86M | Buy |
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|
2020
Q2 | $1.68M | Buy |
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|
2020
Q1 | $1.44M | Buy |
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|
2019
Q4 | $2.1M | Sell |
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|
2019
Q3 | $1.95M | Sell |
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|
2019
Q2 | $2.09M | Buy |
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|
2019
Q1 | $1.79M | Sell |
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|
2018
Q4 | $1.61M | Sell |
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|
2018
Q3 | $1.76M | Sell |
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|
2018
Q2 | $1.68M | Buy |
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|
2018
Q1 | $1.66M | Sell |
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|
2017
Q4 | $1.7M | Buy |
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