Eagle Bay 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
Q3 | $288K | Sell |
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|
2025
Q2 | $308K | Sell |
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|
2025
Q1 | $268K | Sell |
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|
2024
Q4 | $301K | Sell |
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|
2024
Q3 | $439K | Sell |
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|
2024
Q2 | $382K | Sell |
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|
2024
Q1 | $451K | Sell |
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|
2023
Q4 | $403K | Sell |
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|
2023
Q3 | $322K | Buy |
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|
2023
Q2 | $304K | Sell |
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|
2023
Q1 | $302K | Buy |
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|
2022
Q4 | $245K | Sell |
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|
2022
Q3 | $242K | Buy |
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|
2022
Q2 | $138K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $201K | Sell |
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|
2021
Q3 | $253K | Buy |
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|
2021
Q2 | $150K | Buy |
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