Covenant Asset 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
Q3 | $5.07M | Buy |
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|
2025
Q2 | $4.72M | Buy |
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|
2025
Q1 | $692K | Buy |
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|
2024
Q4 | $671K | Hold |
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|
2024
Q3 | $613K | Sell |
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|
2024
Q2 | $570K | Hold |
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|
2024
Q1 | $560K | Hold |
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|
2023
Q4 | $461K | Hold |
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|
2023
Q3 | $367K | Hold |
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|
2023
Q2 | $429K | Hold |
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|
2023
Q1 | $406K | Buy |
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|
2022
Q4 | $340K | Buy |
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