Forte Capital’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 | $1.39M | Buy |
|
|||||
|
2025
Q1 | $1.07M | Buy |
|
|||||
|
2024
Q4 | $1.12M | Sell |
|
|||||
|
2024
Q3 | $1.06M | Buy |
|
|||||
|
2024
Q2 | $441K | Sell |
|
|||||
|
2024
Q1 | $517K | Sell |
|
|||||
|
2023
Q4 | $432K | Buy |
|
|||||
|
2023
Q3 | $270K | Buy |
|
|||||
|
2023
Q2 | $257K | Sell |
|
|||||
|
2023
Q1 | $279K | Buy |
|
|||||
|
2022
Q4 | $231K | Buy |
|
|||||
|
2022
Q3 | $204K | Hold |
|
|||||
|
2022
Q2 | $210K | Buy |
|
|||||
|
2022
Q1 | $206K | Hold |
|
|||||
|
2021
Q4 | $206K | Buy |
|
|||||
|
2015
Q1 | – | Sell |
|
|||||
|
2014
Q4 | $235K | Hold |
|
|||||
|
2014
Q3 | $222K | Buy |
|