Evermay 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 | $1.31M | Buy |
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|
2025
Q1 | $1.07M | Sell |
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|
2024
Q4 | $1.2M | Hold |
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|
2024
Q3 | $1.1M | Hold |
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|
2024
Q2 | $936K | Hold |
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|
2024
Q1 | $920K | Sell |
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|
2023
Q4 | $772K | Sell |
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|
2023
Q3 | $619K | Buy |
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|
2023
Q2 | $714K | Sell |
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|
2023
Q1 | $686K | Buy |
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|
2022
Q4 | $614K | Sell |
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|
2022
Q3 | $566K | Sell |
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|
2022
Q2 | $593K | Sell |
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|
2022
Q1 | $862K | Buy |
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|
2021
Q4 | $735K | Hold |
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|
2021
Q3 | $752K | Sell |
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|
2021
Q2 | $1.42M | Sell |
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|
2021
Q1 | $1.25M | Sell |
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|
2020
Q4 | $1.15M | Sell |
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|
2020
Q3 | $1.09M | Buy |
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|
2020
Q2 | $815K | Buy |
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|
2020
Q1 | $562K | Sell |
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|
2019
Q4 | $842K | Buy |
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|
2019
Q3 | $754K | Buy |
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|
2019
Q2 | $624K | Sell |
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|
2019
Q1 | $554K | Sell |
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|
2018
Q4 | $492K | Buy |
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|
2018
Q3 | $403K | Hold |
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|
2018
Q2 | $371K | Hold |
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|
2018
Q1 | $353K | Sell |
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|
2017
Q4 | $470K | Buy |
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|
2017
Q3 | $339K | Buy |
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