Clearstead Trust’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 | $498K | Sell |
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|
2025
Q2 | $482K | Sell |
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|
2025
Q1 | $434K | Sell |
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|
2024
Q4 | $518K | Hold |
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|
2024
Q3 | $473K | Hold |
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|
2024
Q2 | $404K | Hold |
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|
2024
Q1 | $397K | Buy |
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|
2023
Q4 | $317K | Hold |
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|
2023
Q3 | $253K | Buy |
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|
2023
Q2 | $208K | Hold |
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|
2023
Q1 | $197K | Hold |
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|
2022
Q4 | $176K | Hold |
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|
2022
Q3 | $161K | Buy |
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