Centerpoint 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 | $1.29M | Buy |
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|
2025
Q2 | $1.23M | Hold |
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|
2025
Q1 | $1.03M | Sell |
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|
2024
Q4 | $1.14M | Sell |
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|
2024
Q3 | $1.08M | Hold |
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|
2024
Q2 | $919K | Sell |
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|
2024
Q1 | $908K | Buy |
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|
2023
Q4 | $733K | Sell |
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|
2023
Q3 | $596K | Hold |
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|
2023
Q2 | $696K | Hold |
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|
2023
Q1 | $659K | Hold |
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|
2022
Q4 | $590K | Hold |
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|
2022
Q3 | $539K | Sell |
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|
2022
Q2 | $564K | Buy |
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|
2022
Q1 | $759K | Sell |
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|
2021
Q4 | $667K | Hold |
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|
2021
Q3 | $683K | Buy |
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|
2021
Q2 | $670K | Buy |
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|
2021
Q1 | $285K | Hold |
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|
2020
Q4 | $244K | Hold |
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|
2020
Q3 | $202K | Sell |
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|
2020
Q2 | $200K | Buy |
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|
2020
Q1 | $175K | Sell |
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|
2019
Q4 | $301K | Sell |
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|
2019
Q3 | $301K | Hold |
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|
2019
Q2 | $314K | Buy |
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|
2019
Q1 | $274K | Hold |
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|
2018
Q4 | $239K | Hold |
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|
2018
Q3 | $267K | Hold |
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|
2018
Q2 | $245K | Hold |
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|
2018
Q1 | $234K | Buy |
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|
2017
Q4 | $228K | Buy |
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