Elevated Capital 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 | $328K | Hold |
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|
2025
Q1 | $328K | Sell |
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|
2024
Q4 | $434K | Sell |
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|
2024
Q3 | $399K | Hold |
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|
2024
Q2 | $341K | Sell |
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|
2024
Q1 | $343K | Sell |
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|
2023
Q4 | $285K | Hold |
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|
2023
Q3 | $227K | Sell |
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|
2023
Q2 | $270K | Hold |
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|
2023
Q1 | $256K | Sell |
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|
2022
Q4 | $233K | Sell |
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|
2022
Q3 | $214K | Buy |
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|
2022
Q1 | $296K | Buy |
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|
2021
Q3 | $270K | Buy |
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|
2021
Q1 | $235K | Buy |
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|
2019
Q4 | $214K | Buy |
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