Crewe Advisors’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 | $1.74M | Buy |
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|
2025
Q1 | $1.47M | Sell |
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|
2024
Q4 | $1.64M | Sell |
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|
2024
Q3 | $1.5M | Sell |
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|
2024
Q2 | $1.28M | Sell |
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|
2024
Q1 | $1.27M | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $944K | Sell |
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|
2023
Q1 | $940K | Sell |
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|
2022
Q4 | $845K | Buy |
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|
2022
Q3 | $766K | Buy |
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|
2022
Q2 | $779K | Buy |
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|
2022
Q1 | $1.01M | Buy |
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|
2021
Q4 | $160K | Buy |
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|
2021
Q3 | $38K | Hold |
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|
2021
Q2 | $37K | Sell |
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|
2021
Q1 | $35K | Hold |
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|
2020
Q4 | $30K | Sell |
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|
2020
Q3 | $28K | Buy |
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|
2020
Q2 | $23K | Hold |
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|
2020
Q1 | $21K | Sell |
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|
2019
Q4 | $81K | Buy |
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|
2019
Q3 | $29K | Buy |
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|
2019
Q2 | $30K | Buy |
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|
2019
Q1 | $27K | Buy |
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|
2018
Q4 | $23K | Buy |
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|
2018
Q3 | $26K | Buy |
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