Certified Advisory Corp’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 | $320K | Buy |
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|
2025
Q1 | $267K | Sell |
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|
2024
Q4 | $337K | Hold |
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|
2024
Q3 | $308K | Sell |
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|
2024
Q2 | $302K | Buy |
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|
2024
Q1 | $285K | Hold |
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|
2023
Q4 | $235K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $144K | Buy |
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|
2020
Q2 | $145K | Hold |
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|
2020
Q1 | $130K | Buy |
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|
2019
Q4 | $179K | Hold |
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|
2019
Q3 | $170K | Buy |
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|
2019
Q2 | $141K | Hold |
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|
2019
Q1 | $125K | Buy |
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|
2018
Q4 | $107K | Hold |
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|
2018
Q3 | $119K | Hold |
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|
2018
Q2 | $110K | Hold |
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|
2018
Q1 | $104K | Buy |
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|
2017
Q4 | $101K | Buy |
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