Bellwether 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 | $300K | Buy |
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|
2025
Q1 | $236K | Hold |
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|
2024
Q4 | $261K | Hold |
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|
2024
Q3 | $238K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $134K | Hold |
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|
2022
Q4 | $120K | Sell |
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|
2022
Q3 | $467K | Sell |
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|
2022
Q2 | $516K | Buy |
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|
2022
Q1 | $161K | Hold |
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|
2021
Q4 | $141K | Hold |
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|
2021
Q3 | $145K | Hold |
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|
2021
Q2 | $143K | Hold |
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|
2021
Q1 | $124K | Sell |
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|
2020
Q4 | $2.79M | Buy |
|