Gitterman 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 | $386K | Hold |
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|
2025
Q2 | $370K | Hold |
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|
2025
Q1 | $312K | Sell |
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|
2024
Q4 | $500K | Hold |
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|
2024
Q3 | $457K | Hold |
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|
2024
Q2 | $390K | Hold |
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|
2024
Q1 | $384K | Sell |
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|
2023
Q4 | $566K | Sell |
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|
2023
Q3 | $548K | Hold |
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|
2023
Q2 | $639K | Hold |
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|
2023
Q1 | $605K | Hold |
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|
2022
Q4 | $542K | Sell |
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|
2022
Q3 | $498K | Buy |
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|
2022
Q2 | $506K | Hold |
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|
2022
Q1 | $682K | Buy |
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|
2021
Q4 | $568K | Hold |
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|
2021
Q3 | $582K | Hold |
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|
2021
Q2 | $574K | Hold |
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|
2021
Q1 | $491K | Buy |
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