Centric Wealth Management’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 | $452K | Sell |
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|
2025
Q1 | $413K | Hold |
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|
2024
Q4 | $455K | Hold |
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|
2024
Q3 | $453K | Hold |
|
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|
2024
Q2 | $377K | Hold |
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|
2024
Q1 | $359K | Buy |
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|
2023
Q4 | $289K | Hold |
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|
2023
Q3 | $209K | Hold |
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|
2023
Q2 | $241K | Sell |
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|
2023
Q1 | $236K | Buy |
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|
2022
Q4 | $210K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $257K | Sell |
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|
2021
Q4 | $228K | Sell |
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|
2021
Q3 | $259K | Hold |
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|
2021
Q2 | $255K | Buy |
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