Consolidated Planning 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
Q3 | $486K | Buy |
|
|||||
|
2025
Q2 | $455K | Hold |
|
|||||
|
2025
Q1 | $384K | Sell |
|
|||||
|
2024
Q4 | $428K | Buy |
|
|||||
|
2024
Q3 | $389K | Buy |
|
|||||
|
2024
Q2 | $327K | Hold |
|
|||||
|
2024
Q1 | $322K | Hold |
|
|||||
|
2023
Q4 | $265K | Hold |
|
|||||
|
2023
Q3 | $211K | Hold |
|
|||||
|
2023
Q2 | $246K | Buy |
|
|||||
|
2021
Q4 | – | Sell |
|
|||||
|
2021
Q3 | $34K | Buy |
|