Brendel Financial Advisors’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 | $4.45M | Sell |
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|
2025
Q1 | $3.77M | Hold |
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|
2024
Q4 | $4.16M | Hold |
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|
2024
Q3 | $3.8M | Hold |
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|
2024
Q2 | $3.25M | Hold |
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|
2024
Q1 | $3.19M | Hold |
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|
2023
Q4 | $2.63M | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $2.32M | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $2.08M | Buy |
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|
2022
Q1 | $2.8M | Hold |
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|
2021
Q4 | $2.45M | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $2.33M | Sell |
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|
2021
Q1 | $2.38M | Hold |
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|
2020
Q4 | $2.03M | Hold |
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|
2020
Q3 | $1.68M | Hold |
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|
2020
Q2 | $1.6M | Hold |
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|
2020
Q1 | $1.44M | Hold |
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|
2019
Q4 | $2.09M | Hold |
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|
2019
Q3 | $1.99M | Hold |
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|
2019
Q2 | $2.07M | Hold |
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|
2019
Q1 | $1.84M | Hold |
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|
2018
Q4 | $1.6M | Buy |
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