BSW Wealth Partners’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 | $1.41M | Buy |
|
|||||
|
2025
Q2 | $1.29M | Buy |
|
|||||
|
2025
Q1 | $1.08M | Buy |
|
|||||
|
2024
Q4 | $1.14M | Buy |
|
|||||
|
2024
Q3 | $958K | Sell |
|
|||||
|
2024
Q2 | $822K | Sell |
|
|||||
|
2024
Q1 | $810K | Buy |
|
|||||
|
2023
Q4 | $615K | Buy |
|
|||||
|
2023
Q3 | $486K | Buy |
|
|||||
|
2023
Q2 | $547K | Sell |
|
|||||
|
2023
Q1 | $528K | Sell |
|
|||||
|
2022
Q4 | $480K | Buy |
|
|||||
|
2022
Q3 | $307K | Sell |
|
|||||
|
2022
Q2 | $448K | Sell |
|
|||||
|
2022
Q1 | $663K | Buy |
|
|||||
|
2021
Q4 | $513K | Sell |
|
|||||
|
2021
Q3 | $546K | Sell |
|
|||||
|
2021
Q2 | $573K | Buy |
|
|||||
|
2021
Q1 | $421K | Buy |
|
|||||
|
2020
Q4 | $342K | Buy |
|