Center for Financial Planning’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 | $2.13M | Hold |
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|
2025
Q1 | $1.79M | Sell |
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|
2024
Q4 | $2.01M | Hold |
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|
2024
Q3 | $1.83M | Sell |
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|
2024
Q2 | $1.67M | Hold |
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|
2024
Q1 | $1.64M | Buy |
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|
2023
Q4 | $1.28M | Sell |
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|
2023
Q3 | $1.3M | Hold |
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|
2023
Q2 | $1.52M | Hold |
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|
2023
Q1 | $1.44M | Hold |
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|
2022
Q4 | $1.29M | Hold |
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|
2022
Q3 | $1.18M | Sell |
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|
2022
Q2 | $1.21M | Hold |
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|
2022
Q1 | $1.64M | Hold |
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|
2021
Q4 | $1.43M | Buy |
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|
2021
Q3 | $1.46M | Hold |
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|
2021
Q2 | $1.44M | Hold |
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|
2021
Q1 | $1.24M | Hold |
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|
2020
Q4 | $1.06M | Hold |
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|
2020
Q3 | $875K | Hold |
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|
2020
Q2 | $831K | Sell |
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|
2020
Q1 | $751K | Hold |
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|
2019
Q4 | $1.09M | Buy |
|