First Affirmative Financial Network’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
Q1 | $1.14M | Buy |
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|
2024
Q4 | $1.19M | Buy |
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|
2024
Q3 | $1.08M | Sell |
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|
2024
Q2 | $998K | Sell |
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|
2024
Q1 | $1.02M | Sell |
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|
2023
Q4 | $844K | Buy |
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|
2023
Q3 | $643K | Buy |
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|
2023
Q2 | $701K | Buy |
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|
2023
Q1 | $598K | Buy |
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|
2022
Q4 | $514K | Sell |
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|
2022
Q3 | $476K | Sell |
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|
2022
Q2 | $535K | Sell |
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|
2022
Q1 | $740K | Sell |
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|
2021
Q4 | $687K | Buy |
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|
2021
Q3 | $686K | Buy |
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