Core Wealth Advisors (Florida)’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 | $270K | Hold |
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|
2025
Q2 | $259K | Hold |
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|
2025
Q1 | $218K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $113K | Hold |
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|
2023
Q4 | $93.1K | Sell |
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|
2023
Q3 | $80.7K | Hold |
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|
2023
Q2 | $94.2K | Hold |
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|
2023
Q1 | $89.2K | Hold |
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|
2022
Q4 | $79.9K | Buy |
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|
2022
Q3 | $67K | Buy |
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|
2022
Q2 | $1K | Hold |
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|
2022
Q1 | $1K | Sell |
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|
2021
Q4 | $7K | Sell |
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|
2021
Q3 | $1.06M | Buy |
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|
2021
Q2 | $1K | Hold |
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|
2021
Q1 | $1K | Hold |
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|
2020
Q4 | $1K | Hold |
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|
2020
Q3 | $1K | Hold |
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|
2020
Q2 | $1K | Hold |
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|
2020
Q1 | $1K | Hold |
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|
2019
Q4 | $1K | Buy |
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