Concord Wealth 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
Q2 | $53.3K | Sell |
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2025
Q1 | $46.3K | Hold |
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2024
Q4 | $51K | Sell |
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2024
Q3 | $114K | Buy |
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2024
Q2 | $88.5K | Sell |
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2024
Q1 | $107K | Buy |
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2023
Q4 | $82.6K | Sell |
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2023
Q3 | $98.2K | Sell |
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2023
Q2 | $126K | Sell |
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2023
Q1 | $154K | Sell |
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2022
Q4 | $161K | Buy |
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2022
Q3 | – | Sell |
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2022
Q2 | $177K | Sell |
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2022
Q1 | $240K | Sell |
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2021
Q4 | $224K | Buy |
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2021
Q3 | $116K | Sell |
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2021
Q2 | $193K | Sell |
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2021
Q1 | $178K | Sell |
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2020
Q4 | $166K | Buy |
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