Foundations Investment 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 | $7.16M | Buy |
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|
2025
Q2 | $5.94M | Buy |
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|
2025
Q1 | $4.24M | Sell |
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|
2024
Q4 | $4.72M | Buy |
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|
2024
Q3 | $4.19M | Buy |
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|
2024
Q2 | $2.91M | Sell |
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|
2024
Q1 | $3.03M | Buy |
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|
2023
Q4 | $2.08M | Buy |
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|
2023
Q3 | $1.44M | Buy |
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|
2023
Q2 | $1.27M | Buy |
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|
2023
Q1 | $669K | Sell |
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|
2022
Q4 | $738K | Buy |
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|
2022
Q3 | $383K | Buy |
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|
2022
Q2 | $263K | Buy |
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|
2022
Q1 | $215K | Sell |
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|
2021
Q4 | $221K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $219K | Buy |
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