EverSource Wealth Advisors’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 | $1.55M | Buy |
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|
2025
Q1 | $1.12M | Buy |
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|
2024
Q4 | $1.06M | Buy |
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|
2024
Q3 | $858K | Sell |
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|
2024
Q2 | $881K | Buy |
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|
2024
Q1 | $677K | Sell |
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|
2023
Q4 | $546K | Buy |
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|
2023
Q3 | $404K | Sell |
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|
2023
Q2 | $510K | Buy |
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|
2023
Q1 | $452K | Buy |
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|
2022
Q4 | $347K | Buy |
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|
2022
Q3 | $154K | Buy |
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|
2022
Q2 | $103K | Buy |
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|
2022
Q1 | $77K | Buy |
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|
2021
Q4 | $63K | Buy |
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