Fort Sheridan 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 | $6.52M | Hold |
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|
2025
Q1 | $5.5M | Sell |
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|
2024
Q4 | $6.19M | Sell |
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|
2024
Q3 | $5.74M | Hold |
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|
2024
Q2 | $4.9M | Buy |
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|
2024
Q1 | $3.06M | Sell |
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|
2023
Q4 | $2.56M | Hold |
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|
2023
Q3 | $2.04M | Buy |
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|
2023
Q2 | $2.36M | Hold |
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|
2023
Q1 | $2.23M | Hold |
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|
2022
Q4 | $2M | Sell |
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|
2022
Q3 | $1.83M | Buy |
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|
2022
Q2 | $1.87M | Buy |
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|
2022
Q1 | $2.49M | Hold |
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|
2021
Q4 | $2.18M | Hold |
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|
2021
Q3 | $2.23M | Hold |
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|
2021
Q2 | $2.2M | Sell |
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|
2021
Q1 | $1.95M | Hold |
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|
2020
Q4 | $1.67M | Sell |
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|
2020
Q3 | $1.41M | Hold |
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|
2020
Q2 | $1.34M | Buy |
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|
2020
Q1 | $1.04M | Buy |
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|
2019
Q4 | $610K | Hold |
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|
2019
Q3 | $579K | Hold |
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|
2019
Q2 | $604K | Hold |
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|
2019
Q1 | $535K | Hold |
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|
2018
Q4 | $467K | Buy |
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