Belpointe Asset Management’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 | $1.13M | Sell |
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|
2025
Q1 | $995K | Sell |
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|
2024
Q4 | $2.18M | Sell |
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|
2024
Q3 | $2.35M | Buy |
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|
2024
Q2 | $621K | Sell |
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|
2024
Q1 | $833K | Buy |
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|
2023
Q4 | $504K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $526K | Sell |
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|
2023
Q1 | $1.74M | Buy |
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|
2022
Q4 | $1.16M | Sell |
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|
2022
Q3 | $1.41M | Sell |
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|
2022
Q2 | $3M | Buy |
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|
2022
Q1 | $1.65M | Buy |
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|
2021
Q4 | $1.25M | Buy |
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|
2021
Q3 | $1.22M | Buy |
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|
2021
Q2 | $1.08M | Sell |
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|
2021
Q1 | $958K | Buy |
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|
2020
Q4 | $816K | Buy |
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|
2020
Q3 | $650K | Buy |
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|
2020
Q2 | $522K | Buy |
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|
2020
Q1 | $370K | Sell |
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|
2019
Q4 | $673K | Buy |
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|
2019
Q3 | $433K | Sell |
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|
2019
Q2 | $454K | Sell |
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|
2019
Q1 | $937K | Buy |
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|
2018
Q4 | $353K | Buy |
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|
2018
Q3 | $208K | Buy |
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