Confluence Wealth Services’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 | $2.3M | Hold |
|
|||||
|
2025
Q1 | $1.88M | Buy |
|
|||||
|
2024
Q4 | $1.5M | Hold |
|
|||||
|
2024
Q3 | $1.25M | Sell |
|
|||||
|
2024
Q2 | $1.15M | Sell |
|
|||||
|
2024
Q1 | $1.13M | Sell |
|
|||||
|
2023
Q4 | $945K | Buy |
|
|||||
|
2023
Q3 | $746K | Buy |
|
|||||
|
2023
Q2 | $853K | Buy |
|
|||||
|
2023
Q1 | $795K | Hold |
|
|||||
|
2022
Q4 | $712K | Buy |
|
|||||
|
2022
Q3 | $626K | Buy |
|
|||||
|
2022
Q2 | $735K | Buy |
|
|||||
|
2022
Q1 | $805K | Sell |
|
|||||
|
2021
Q4 | $705K | Buy |
|