ERn Financial LLC’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 | – | Sell |
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|
2025
Q2 | $221K | Sell |
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|
2025
Q1 | $941K | Hold |
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|
2024
Q4 | $1.04M | Buy |
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|
2024
Q3 | $947K | Buy |
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|
2024
Q2 | $703K | Buy |
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|
2024
Q1 | $691K | Hold |
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|
2023
Q4 | $546K | Hold |
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|
2023
Q3 | $453K | Hold |
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|
2023
Q2 | $529K | Hold |
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|
2023
Q1 | $501K | Buy |
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|
2022
Q4 | $440K | Buy |
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|
2022
Q3 | $399K | Buy |
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|
2022
Q2 | $408K | Sell |
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|
2022
Q1 | $567K | Buy |
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|
2021
Q4 | $483K | Hold |
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|
2021
Q3 | $495K | Buy |
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