Everhart Financial Group’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 | $1.36M | Buy |
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|
2025
Q1 | $1.07M | Sell |
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|
2024
Q4 | $1.3M | Buy |
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|
2024
Q3 | $929K | Buy |
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|
2024
Q2 | $676K | Buy |
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|
2024
Q1 | $541K | Buy |
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|
2023
Q4 | $356K | Sell |
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|
2023
Q3 | $361K | Buy |
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|
2023
Q2 | $376K | Buy |
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|
2023
Q1 | $349K | Buy |
|
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|
2022
Q4 | $236K | Sell |
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|
2022
Q3 | $314K | Buy |
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|
2022
Q2 | $235K | Buy |
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|
2022
Q1 | $270K | Buy |
|