Geneos Wealth 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 | $1.04M | Sell |
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|
2025
Q2 | $1.21M | Sell |
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|
2025
Q1 | $5.93M | Buy |
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|
2024
Q4 | $1.84M | Buy |
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|
2024
Q3 | $1.6M | Buy |
|
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|
2024
Q2 | $1.27M | Buy |
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|
2024
Q1 | $506K | Buy |
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|
2023
Q4 | $397K | Sell |
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|
2023
Q3 | $401K | Buy |
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|
2023
Q2 | $399K | Sell |
|
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|
2023
Q1 | $766K | Sell |
|
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|
2022
Q4 | $825K | Buy |
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|
2022
Q3 | $655K | Sell |
|
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|
2022
Q2 | $1.9M | Buy |
|
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|
2022
Q1 | $1.43M | Buy |
|
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|
2021
Q4 | $1.21M | Sell |
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|
2021
Q3 | $1.4M | Buy |
|
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|
2021
Q2 | $1.35M | Sell |
|
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|
2021
Q1 | $1.29M | Sell |
|
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|
2020
Q4 | $1.12M | Sell |
|
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|
2020
Q3 | $2.19M | Buy |
|
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|
2020
Q2 | $1.98M | Buy |
|
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|
2020
Q1 | $1.7M | Sell |
|
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|
2019
Q4 | $2.63M | Buy |
|
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|
2019
Q3 | $2.19M | Buy |
|
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|
2019
Q2 | $1.89M | Buy |
|
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|
2019
Q1 | $1.39M | Buy |
|
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|
2018
Q4 | $909K | Buy |
|
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|
2018
Q3 | $791K | Buy |
|
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|
2018
Q2 | $696K | Sell |
|
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|
2018
Q1 | $679K | Buy |
|
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|
2017
Q4 | $715K | Buy |
|
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|
2017
Q3 | $620K | Buy |
|
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|
2017
Q2 | $567K | Sell |
|
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|
2017
Q1 | $537K | Buy |
|
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|
2016
Q4 | $467K | Sell |
|
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|
2016
Q3 | $420K | Buy |
|
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|
2016
Q2 | $330K | Buy |
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|
2016
Q1 | $330K | Buy |
|