Financial 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 | $459K | Hold |
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|
2025
Q1 | $387K | Hold |
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|
2024
Q4 | $427K | Hold |
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|
2024
Q3 | $391K | Hold |
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|
2024
Q2 | $333K | Hold |
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|
2024
Q1 | $328K | Hold |
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|
2023
Q4 | $270K | Hold |
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|
2023
Q3 | $215K | Sell |
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|
2023
Q2 | $338K | Hold |
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|
2023
Q1 | $320K | Hold |
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|
2022
Q4 | $287K | Sell |
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|
2022
Q3 | $306K | Hold |
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|
2022
Q2 | $311K | Hold |
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|
2022
Q1 | $419K | Hold |
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|
2021
Q4 | $366K | Hold |
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|
2021
Q3 | $375K | Hold |
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|
2021
Q2 | $370K | Hold |
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|
2021
Q1 | $317K | Hold |
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|
2020
Q4 | $271K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $225K | Hold |
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|
2019
Q3 | $213K | Hold |
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|
2019
Q2 | $223K | Buy |
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