Geller 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $983K | Sell |
|
|||||
|
2024
Q3 | $903K | Buy |
|
|||||
|
2024
Q2 | $766K | Sell |
|
|||||
|
2024
Q1 | $753K | Buy |
|
|||||
|
2023
Q4 | $607K | Buy |
|
|||||
|
2023
Q3 | $462K | Sell |
|
|||||
|
2023
Q2 | $575K | Buy |
|
|||||
|
2023
Q1 | $464K | Buy |
|
|||||
|
2022
Q4 | $336K | Buy |
|
|||||
|
2022
Q3 | $306K | Hold |
|
|||||
|
2022
Q2 | $315K | Sell |
|
|||||
|
2022
Q1 | $442K | Sell |
|
|||||
|
2021
Q4 | $395K | Buy |
|
|||||
|
2021
Q3 | $394K | Buy |
|
|||||
|
2021
Q2 | $369K | Sell |
|
|||||
|
2021
Q1 | $317K | Buy |
|
|||||
|
2020
Q4 | $271K | Buy |
|
|||||
|
2020
Q1 | – | Sell |
|
|||||
|
2019
Q4 | $244K | Sell |
|
|||||
|
2019
Q3 | $284K | Buy |
|