Bell Investment 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 | $135K | Buy |
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|
2025
Q2 | $126K | Buy |
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|
2025
Q1 | $101K | Buy |
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|
2024
Q4 | $111K | Buy |
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|
2024
Q3 | $100K | Hold |
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|
2024
Q2 | $85.4K | Buy |
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|
2024
Q1 | $81.7K | Hold |
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|
2023
Q4 | $67.3K | Buy |
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|
2023
Q3 | $35.2K | Sell |
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|
2023
Q2 | $55.2K | Buy |
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|
2023
Q1 | $51K | Buy |
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|
2022
Q4 | $39.7K | Buy |
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|
2022
Q3 | $33K | Buy |
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|
2022
Q2 | $29K | Buy |
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|
2021
Q4 | $24K | Sell |
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|
2021
Q3 | $34K | Buy |
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