FOCUS 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
Q3 | $3.08M | Sell |
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|
2025
Q2 | $2.97M | Buy |
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|
2025
Q1 | $2.5M | Sell |
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|
2024
Q4 | $2.93M | Sell |
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|
2024
Q3 | $2.76M | Sell |
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|
2024
Q2 | $2.41M | Buy |
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|
2024
Q1 | $2.25M | Buy |
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|
2023
Q4 | $1.79M | Sell |
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|
2023
Q3 | $1.44M | Sell |
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|
2023
Q2 | $1.69M | Sell |
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|
2023
Q1 | $1.76M | Sell |
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|
2022
Q4 | $1.6M | Sell |
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|
2022
Q3 | $1.47M | Sell |
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|
2022
Q2 | $1.51M | Buy |
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|
2022
Q1 | $2.01M | Sell |
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|
2021
Q4 | $1.78M | Buy |
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|
2021
Q3 | $1.75M | Buy |
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|
2021
Q2 | $1.7M | Sell |
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|
2021
Q1 | $1.53M | Buy |
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|
2020
Q4 | $1.26M | Buy |
|