BigSur Wealth 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
Q3 | $715K | Sell |
|
|||||
|
2025
Q2 | $1.48M | Sell |
|
|||||
|
2025
Q1 | $1.25M | Buy |
|
|||||
|
2024
Q4 | $1.37M | Hold |
|
|||||
|
2024
Q3 | $1.25M | Buy |
|
|||||
|
2024
Q2 | $903K | Hold |
|
|||||
|
2024
Q1 | $888K | Hold |
|
|||||
|
2023
Q4 | $731K | Sell |
|
|||||
|
2023
Q3 | $612K | Sell |
|
|||||
|
2023
Q2 | $766K | Sell |
|
|||||
|
2023
Q1 | $775K | Hold |
|
|||||
|
2022
Q4 | $694K | Sell |
|
|||||
|
2022
Q3 | $675K | Hold |
|
|||||
|
2022
Q2 | $696K | Hold |
|
|||||
|
2022
Q1 | $935K | Hold |
|
|||||
|
2021
Q4 | $818K | Buy |
|