Girard Partners’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
Q2
$8.43M Sell
2024
Q1
$8.43M Buy
2023
Q4
$6.85M Buy
2023
Q3
$5.29M Buy
2023
Q2
$5.93M Buy
2023
Q1
$5.41M Buy
2022
Q4
$3.78M Sell
2022
Q3
$3.48M Buy
2022
Q2
$2.68M Buy
2022
Q1
$3.01M Buy
2021
Q4
$1.03M Buy
2021
Q3
$710K Buy
2021
Q2
$394K Buy
2018
Q4
Sell
2018
Q3
$20K Buy