Boit C.F. David’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 | $48.6K | Hold |
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|
2025
Q1 | $410K | Hold |
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|
2024
Q4 | $453K | Hold |
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|
2024
Q3 | $413K | Hold |
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|
2024
Q2 | $353K | Hold |
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|
2024
Q1 | $353K | Hold |
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|
2023
Q4 | $284K | Buy |
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|
2023
Q3 | $59.8K | Hold |
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|
2023
Q2 | $69.7K | Hold |
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|
2023
Q1 | $66K | Hold |
|
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|
2022
Q4 | $59.1K | Hold |
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|
2022
Q3 | $54K | Buy |
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|
2022
Q1 | $75K | Hold |
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|
2021
Q4 | $65K | Hold |
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|
2021
Q3 | $70K | Hold |
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|
2021
Q2 | $66K | Buy |
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