Elmwood 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
Q2 | $215K | Buy |
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|
2025
Q1 | – | Sell |
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|
2024
Q4 | $200K | Buy |
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|
2021
Q2 | $112K | Hold |
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|
2021
Q1 | $95K | Buy |
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|
2020
Q3 | $65K | Hold |
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|
2020
Q2 | $65K | Buy |
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|
2020
Q1 | $63K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $80K | Hold |
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|
2019
Q2 | $83K | Hold |
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|
2019
Q1 | $74K | Hold |
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|
2018
Q4 | $64K | Hold |
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|
2018
Q3 | $71.9K | Hold |
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|
2018
Q2 | $66.2K | Hold |
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|
2018
Q1 | $63K | Buy |
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