Founders Financial Alliance’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 | $919K | Buy |
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|
2025
Q1 | $742K | Buy |
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|
2024
Q4 | $792K | Buy |
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|
2024
Q3 | $695K | Buy |
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|
2024
Q2 | $579K | Sell |
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|
2024
Q1 | $591K | Buy |
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|
2023
Q4 | $458K | Buy |
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|
2023
Q3 | $324K | Sell |
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|
2023
Q2 | $416K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $276K | Hold |
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|
2022
Q3 | $252K | Sell |
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|
2022
Q2 | $332K | Buy |
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|
2022
Q1 | $337K | Sell |
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|
2021
Q4 | $297K | Hold |
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|
2021
Q3 | $304K | Buy |
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|
2021
Q2 | $298K | Buy |
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|
2021
Q1 | $275K | Sell |
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|
2020
Q4 | $242K | Buy |
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|
2020
Q3 | $194K | Buy |
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