EPG 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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $294K | Buy |
|
|||||
|
2025
Q4 | $360K | Buy |
|
|||||
|
2025
Q3 | $323K | Buy |
|
|||||
|
2025
Q2 | $310K | Sell |
|
|||||
|
2025
Q1 | $366K | Buy |
|
|||||
|
2024
Q4 | $368K | Sell |
|
|||||
|
2024
Q3 | $354K | Buy |
|
|||||
|
2024
Q2 | – | Sell |
|
|||||
|
2024
Q1 | $335K | Hold |
|
|||||
|
2023
Q4 | $309K | Sell |
|
|||||
|
2023
Q3 | $235K | Buy |
|
|||||
|
2023
Q2 | $274K | Sell |
|
|||||
|
2023
Q1 | $266K | Buy |
|
|||||
|
2022
Q2 | – | Sell |
|
|||||
|
2022
Q1 | $262K | Sell |
|
|||||
|
2021
Q4 | $410K | Buy |
|
|||||
|
2021
Q3 | $378K | Sell |
|
|||||
|
2021
Q2 | $380K | Sell |
|
|||||
|
2021
Q1 | $354K | Buy |
|
|||||
|
2020
Q4 | $301K | Sell |
|
|||||
|
2020
Q3 | $266K | Sell |
|
|||||
|
2020
Q2 | $324K | Buy |
|
|||||
|
2020
Q1 | $150K | Buy |
|
|||||
|
2019
Q4 | $55K | Buy |
|