Cypress Wealth Services’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 | $2.04M | Buy |
|
|||||
|
2025
Q2 | $1.95M | Buy |
|
|||||
|
2025
Q1 | $1.48M | Buy |
|
|||||
|
2024
Q4 | $1.58M | Sell |
|
|||||
|
2024
Q3 | $1.45M | Buy |
|
|||||
|
2024
Q2 | $1.2M | Buy |
|
|||||
|
2024
Q1 | $1.18M | Buy |
|
|||||
|
2023
Q4 | $794K | Buy |
|
|||||
|
2023
Q3 | $630K | Buy |
|
|||||
|
2023
Q2 | $739K | Buy |
|
|||||
|
2023
Q1 | $694K | Sell |
|
|||||
|
2022
Q4 | $637K | Buy |
|
|||||
|
2022
Q3 | $594K | Sell |
|
|||||
|
2022
Q2 | $636K | Buy |
|
|||||
|
2022
Q1 | $845K | Buy |
|
|||||
|
2021
Q4 | $739K | Buy |
|
|||||
|
2021
Q3 | $745K | Sell |
|
|||||
|
2021
Q2 | $738K | Buy |
|
|||||
|
2021
Q1 | $628K | Buy |
|
|||||
|
2020
Q4 | $534K | Buy |
|
|||||
|
2020
Q3 | – | Sell |
|
|||||
|
2020
Q2 | $695K | Buy |
|
|||||
|
2020
Q1 | $415K | Buy |
|
|||||
|
2019
Q4 | $592K | Buy |
|
|||||
|
2019
Q3 | $560K | Sell |
|
|||||
|
2019
Q2 | $810K | Sell |
|
|||||
|
2019
Q1 | $722K | Buy |
|
|||||
|
2018
Q4 | – | Sell |
|
|||||
|
2018
Q3 | $277K | Buy |
|
|||||
|
2018
Q2 | $248K | Sell |
|
|||||
|
2018
Q1 | $237K | Sell |
|
|||||
|
2017
Q4 | $266K | Buy |
|