Defined 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
Q3 | $1.14M | Buy |
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|
2025
Q2 | $1.09M | Buy |
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|
2025
Q1 | $921K | Buy |
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|
2024
Q4 | $1.01M | Buy |
|
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|
2024
Q3 | $923K | Buy |
|
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|
2024
Q2 | $778K | Buy |
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|
2024
Q1 | $762K | Sell |
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|
2023
Q4 | $642K | Sell |
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|
2023
Q3 | $512K | Buy |
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|
2023
Q2 | $595K | Sell |
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|
2023
Q1 | $568K | Hold |
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|
2022
Q4 | $509K | Hold |
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|
2022
Q3 | $465K | Hold |
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|
2022
Q2 | $477K | Hold |
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|
2022
Q1 | $644K | Hold |
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|
2021
Q4 | $563K | Hold |
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|
2021
Q3 | $577K | Buy |
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|
2021
Q2 | $564K | Hold |
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|
2021
Q1 | $483K | Hold |
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|
2020
Q4 | $413K | Buy |
|