Financial Perspectives’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 | $76.9K | Hold |
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|
2025
Q2 | $73.7K | Hold |
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|
2025
Q1 | $62.1K | Hold |
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|
2024
Q4 | $68.5K | Hold |
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|
2024
Q3 | $62.5K | Buy |
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|
2024
Q2 | $53.3K | Hold |
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|
2024
Q1 | $52.4K | Sell |
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|
2023
Q4 | $43.4K | Buy |
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|
2023
Q3 | $34.2K | Hold |
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|
2023
Q2 | $39.9K | Hold |
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|
2023
Q1 | $37.7K | Buy |
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|
2022
Q4 | $33.7K | Hold |
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|
2022
Q3 | $30.8K | Hold |
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|
2022
Q2 | $31.6K | Buy |
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|
2022
Q1 | $42.5K | Hold |
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|
2021
Q4 | $37.2K | Hold |
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|
2021
Q3 | $38K | Hold |
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|
2021
Q2 | $37.5K | Sell |
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|
2021
Q1 | $227K | Buy |
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|
2020
Q4 | $27.4K | Hold |
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|
2020
Q3 | $22.6K | Hold |
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|
2020
Q2 | $21.5K | Buy |
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|
2020
Q1 | $19.3K | Hold |
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|
2019
Q4 | $28K | Buy |
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