Burt Wealth 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
Q3 | $837K | Hold |
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|
2025
Q2 | $804K | Hold |
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|
2025
Q1 | $678K | Hold |
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|
2024
Q4 | $748K | Buy |
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|
2024
Q3 | $682K | Hold |
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|
2024
Q2 | $582K | Hold |
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|
2024
Q1 | $573K | Hold |
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|
2023
Q4 | $471K | Hold |
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|
2023
Q3 | $375K | Hold |
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|
2023
Q2 | $438K | Sell |
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|
2023
Q1 | $421K | Buy |
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|
2022
Q4 | $277K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $224K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $201K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $145K | Hold |
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|
2020
Q3 | $120K | Sell |
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|
2020
Q2 | $186K | Hold |
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|
2020
Q1 | $167K | Sell |
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|
2019
Q4 | $261K | Hold |
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|
2019
Q3 | $248K | Sell |
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|
2019
Q2 | $270K | Sell |
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|
2019
Q1 | $343K | Buy |
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|
2018
Q4 | $296K | Hold |
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|
2018
Q3 | $330K | Sell |
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|
2018
Q2 | $332K | Hold |
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|
2018
Q1 | $316K | Sell |
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|
2017
Q4 | $345K | Buy |
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|
2017
Q3 | $211K | Hold |
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|
2017
Q2 | $196K | Hold |
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|
2017
Q1 | $185K | Hold |
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|
2016
Q4 | $173K | Hold |
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|
2016
Q3 | $149K | Sell |
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|
2016
Q2 | $164K | Sell |
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|
2016
Q1 | $175K | Buy |
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|
2015
Q4 | $197K | Hold |
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|
2015
Q3 | $210K | Buy |
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|
2015
Q2 | $211K | Hold |
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|
2015
Q1 | $212K | Hold |
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|
2014
Q4 | $252K | Buy |
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