CreativeOne Wealth’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 | $4.46M | Buy |
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|
2025
Q1 | $3.48M | Buy |
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|
2024
Q4 | $3.8M | Buy |
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|
2024
Q3 | $3.25M | Sell |
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|
2024
Q2 | $2.8M | Sell |
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|
2024
Q1 | $2.98M | Buy |
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|
2023
Q4 | $2M | Sell |
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|
2023
Q3 | $1.59M | Sell |
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|
2023
Q2 | $2.11M | Sell |
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|
2023
Q1 | $2.1M | Buy |
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|
2022
Q4 | $1.78M | Buy |
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|
2022
Q3 | $1.59M | Buy |
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|
2022
Q2 | $1.64M | Sell |
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|
2022
Q1 | $2.25M | Buy |
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|
2021
Q4 | $1.93M | Sell |
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|
2021
Q3 | $1.98M | Sell |
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|
2021
Q2 | $1.97M | Buy |
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|
2021
Q1 | $1.67M | Sell |
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|
2020
Q4 | $1.48M | Buy |
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|
2020
Q3 | $959K | Sell |
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|
2020
Q2 | $916K | Buy |
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|
2020
Q1 | $808K | Buy |
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|
2019
Q4 | $818K | Sell |
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|
2019
Q3 | $781K | Sell |
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|
2019
Q2 | $818K | Buy |
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