Empirical 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 | $5.56M | Buy |
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|
2025
Q1 | $4.15M | Buy |
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|
2024
Q4 | $2.38M | Sell |
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|
2024
Q3 | $2.21M | Buy |
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|
2024
Q2 | $1.86M | Buy |
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|
2024
Q1 | $1.53M | Buy |
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|
2023
Q4 | $802K | Buy |
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|
2023
Q3 | $610K | Buy |
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|
2023
Q2 | $518K | Buy |
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|
2023
Q1 | $450K | Buy |
|
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|
2022
Q4 | $343K | Sell |
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|
2022
Q3 | $336K | Buy |
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|
2022
Q2 | $331K | Buy |
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|
2022
Q1 | $243K | Sell |
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|
2021
Q4 | $242K | Sell |
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|
2021
Q3 | $281K | Buy |
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|
2021
Q2 | $226K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $435K | Buy |
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|
2020
Q2 | $357K | Buy |
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|
2020
Q1 | $278K | Buy |
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|
2019
Q4 | $376K | Sell |
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|
2019
Q3 | $393K | Sell |
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|
2019
Q2 | $427K | Buy |
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|
2019
Q1 | $352K | Buy |
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|
2015
Q1 | – | Sell |
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|
2014
Q4 | $225K | Buy |
|