Cornerstone Wealth Group’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 | $1.01M | Buy |
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|
2025
Q1 | $844K | Sell |
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|
2024
Q4 | $1.01M | Sell |
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|
2024
Q3 | $956K | Buy |
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|
2024
Q2 | $805K | Buy |
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|
2024
Q1 | $762K | Buy |
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|
2023
Q4 | $565K | Buy |
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|
2023
Q3 | $418K | Sell |
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|
2023
Q2 | $498K | Buy |
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|
2023
Q1 | $353K | Hold |
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|
2022
Q4 | $316K | Sell |
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|
2022
Q3 | $338K | Buy |
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|
2022
Q2 | $344K | Sell |
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|
2022
Q1 | $474K | Sell |
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|
2021
Q4 | $426K | Buy |
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|
2021
Q3 | $404K | Buy |
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|
2021
Q2 | $389K | Buy |
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|
2021
Q1 | $350K | Buy |
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|
2020
Q4 | $284K | Buy |
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|
2020
Q3 | $235K | Sell |
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|
2020
Q2 | $224K | Sell |
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|
2020
Q1 | $207K | Buy |
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|
2019
Q4 | $294K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $290K | Hold |
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|
2019
Q1 | $256K | Buy |
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