BOK Financial Private Wealth’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 | $21.1K | Hold |
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|
2025
Q1 | $17.8K | Sell |
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|
2024
Q4 | $27K | Sell |
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|
2024
Q3 | $57.5K | Buy |
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|
2024
Q2 | $3.24K | Hold |
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|
2024
Q1 | $3.19K | Hold |
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|
2023
Q4 | $2.62K | Sell |
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|
2023
Q3 | $46.8K | Buy |
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|
2023
Q2 | $2.44K | Sell |
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|
2023
Q1 | $7.92K | Buy |
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|
2022
Q4 | $2.07K | Hold |
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|
2022
Q3 | $2K | Hold |
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|
2022
Q2 | $2K | Sell |
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|
2022
Q1 | $505K | Buy |
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|
2021
Q4 | $300K | Sell |
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|
2021
Q3 | $311K | Buy |
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|
2021
Q2 | $264K | Buy |
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