Cornerstone Wealth Management’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 | $1.16M | Buy |
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|
2025
Q1 | $974K | Sell |
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|
2024
Q4 | $1.08M | Sell |
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|
2024
Q3 | $994K | Buy |
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|
2024
Q2 | $819K | Sell |
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|
2024
Q1 | $810K | Buy |
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|
2023
Q4 | $656K | Sell |
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|
2023
Q3 | $590K | Buy |
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|
2023
Q2 | $634K | Buy |
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|
2023
Q1 | $581K | Buy |
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|
2022
Q3 | $433K | Buy |
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|
2022
Q2 | $440K | Buy |
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|
2022
Q1 | $515K | Sell |
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|
2021
Q4 | $479K | Buy |
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|
2021
Q3 | $446K | Sell |
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|
2021
Q2 | $440K | Sell |
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|
2021
Q1 | $381K | Buy |
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|
2020
Q4 | $321K | Sell |
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|
2020
Q3 | $320K | Sell |
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|
2020
Q2 | $317K | Sell |
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|
2020
Q1 | $554K | Sell |
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|
2019
Q4 | $818K | Buy |
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|
2019
Q3 | $753K | Sell |
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|
2019
Q2 | $790K | Sell |
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|
2019
Q1 | $381K | Buy |
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|
2018
Q4 | $495K | Sell |
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|
2018
Q3 | $4.77M | Sell |
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|
2018
Q2 | $5.51M | Buy |
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|
2018
Q1 | $431K | Sell |
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|
2017
Q4 | $477K | Hold |
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|
2017
Q3 | $439K | Hold |
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|
2017
Q2 | $401K | Buy |
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|
2017
Q1 | $358K | Buy |
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|
2016
Q4 | $275K | Buy |
|