Forum Financial Management’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 | $2.69M | Buy |
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|
2025
Q2 | $2.53M | Buy |
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|
2025
Q1 | $1.79M | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $1.79M | Buy |
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|
2024
Q2 | $1.53M | Sell |
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|
2024
Q1 | $1.58M | Hold |
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|
2023
Q4 | $1.3M | Sell |
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|
2023
Q3 | $1.07M | Buy |
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|
2023
Q2 | $1.04M | Buy |
|
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|
2023
Q1 | $906K | Sell |
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|
2022
Q4 | $826K | Buy |
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|
2022
Q3 | $740K | Buy |
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|
2022
Q2 | $751K | Buy |
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|
2022
Q1 | $956K | Sell |
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|
2021
Q4 | $875K | Buy |
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