Bradley & Co Private 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
Q2 | $11.8M | Sell |
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|
2025
Q1 | $10M | Sell |
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|
2024
Q4 | $12M | Buy |
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|
2024
Q2 | $8.96M | Sell |
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|
2024
Q1 | $9.13M | Buy |
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|
2023
Q4 | $6.73M | Buy |
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|
2023
Q3 | $5.26M | Buy |
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|
2023
Q2 | $6.03M | Buy |
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|
2023
Q1 | $5.49M | Buy |
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|
2022
Q4 | $1.49M | Buy |
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|
2022
Q3 | $1.24M | Hold |
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|
2022
Q2 | $1.27M | Hold |
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|
2022
Q1 | $1.71M | Hold |
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|
2021
Q4 | $1.5M | Hold |
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|
2021
Q3 | $1.53M | Hold |
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|
2021
Q2 | $1.51M | Sell |
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|
2021
Q1 | $1.39M | Buy |
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