Cerity 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 | $61.9M | Sell |
|
|||||
|
2025
Q2 | $60.5M | Buy |
|
|||||
|
2025
Q1 | $47.8M | Buy |
|
|||||
|
2024
Q4 | $44.4M | Buy |
|
|||||
|
2024
Q3 | $40.9M | Buy |
|
|||||
|
2024
Q2 | $28.2M | Sell |
|
|||||
|
2024
Q1 | $32.2M | Sell |
|
|||||
|
2023
Q4 | $17.7M | Buy |
|
|||||
|
2023
Q3 | $12M | Sell |
|
|||||
|
2023
Q2 | $16.1M | Buy |
|
|||||
|
2023
Q1 | $13.1M | Buy |
|
|||||
|
2022
Q4 | $10.1M | Buy |
|
|||||
|
2022
Q3 | $2.86M | Sell |
|
|||||
|
2022
Q2 | $2.94M | Buy |
|
|||||
|
2022
Q1 | $2.52M | Buy |
|
|||||
|
2021
Q4 | $1.72M | Buy |
|
|||||
|
2021
Q3 | $1.27M | Buy |
|
|||||
|
2021
Q2 | $1.22M | Buy |
|
|||||
|
2021
Q1 | $1.02M | Sell |
|
|||||
|
2020
Q4 | $1.05M | Sell |
|
|||||
|
2020
Q3 | $1.04M | Sell |
|
|||||
|
2020
Q2 | $3M | Buy |
|
|||||
|
2020
Q1 | $1.12M | Sell |
|
|||||
|
2019
Q4 | $2.02M | Buy |
|
|||||
|
2019
Q3 | $1.88M | Sell |
|
|||||
|
2019
Q2 | $2.4M | Buy |
|
|||||
|
2019
Q1 | $1.03M | Buy |
|
|||||
|
2018
Q4 | $748K | Buy |
|
|||||
|
2018
Q3 | $817K | Sell |
|
|||||
|
2018
Q2 | $804K | Buy |
|
|||||
|
2018
Q1 | $606K | Sell |
|
|||||
|
2017
Q4 | $748K | Sell |
|
|||||
|
2017
Q3 | $1.02M | Sell |
|
|||||
|
2017
Q2 | $868K | Buy |
|
|||||
|
2017
Q1 | $392K | Buy |
|