Bogart Wealth LLC’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 | $228K | Buy |
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|
2025
Q2 | $215K | Sell |
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|
2025
Q1 | $185K | Buy |
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|
2024
Q4 | $195K | Buy |
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|
2024
Q3 | $172K | Hold |
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|
2024
Q2 | $147K | Buy |
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|
2024
Q1 | $110K | Hold |
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|
2023
Q4 | $90.6K | Buy |
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|
2023
Q3 | $70.3K | Buy |
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|
2023
Q2 | $81.9K | Buy |
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|
2023
Q1 | $75.1K | Buy |
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|
2022
Q4 | $40.4K | Hold |
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|
2022
Q3 | $37K | Sell |
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|
2022
Q2 | $41K | Sell |
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|
2022
Q1 | $83K | Sell |
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|
2021
Q4 | $125K | Sell |
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|
2021
Q3 | $130K | Hold |
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|
2021
Q2 | $128K | Buy |
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|
2021
Q1 | $24K | Buy |
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|
2020
Q4 | $17K | Hold |
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|
2020
Q3 | $14K | Hold |
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|
2020
Q2 | $14K | Hold |
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|
2020
Q1 | $12K | Buy |
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|
2019
Q4 | $17K | Sell |
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|
2019
Q3 | $17K | Hold |
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|
2019
Q2 | $17K | Hold |
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|
2019
Q1 | $15K | Hold |
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|
2018
Q4 | $13K | Hold |
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|
2018
Q3 | $15K | Hold |
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|
2018
Q2 | $13K | Hold |
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|
2018
Q1 | $13K | Sell |
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|
2017
Q4 | $16K | Hold |
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|
2017
Q3 | $14K | Buy |
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