Gladstone Institutional Advisory’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 | $6.45M | Buy |
|
|||||
|
2025
Q2 | $4.42M | Buy |
|
|||||
|
2025
Q1 | $2.91M | Sell |
|
|||||
|
2024
Q4 | $4.86M | Buy |
|
|||||
|
2024
Q3 | $3.05M | Sell |
|
|||||
|
2024
Q2 | $3.32M | Buy |
|
|||||
|
2024
Q1 | $2.39M | Sell |
|
|||||
|
2023
Q4 | $2.5M | Buy |
|
|||||
|
2023
Q3 | $1.91M | Buy |
|
|||||
|
2023
Q2 | $2.11M | Buy |
|
|||||
|
2023
Q1 | $1.96M | Sell |
|
|||||
|
2022
Q4 | $1.77M | Buy |
|
|||||
|
2022
Q3 | $901K | Sell |
|
|||||
|
2022
Q2 | $1.07M | Buy |
|
|||||
|
2022
Q1 | $1.24M | Buy |
|
|||||
|
2021
Q4 | $915K | Sell |
|
|||||
|
2021
Q3 | $1.04M | Sell |
|
|||||
|
2021
Q2 | $1.36M | Buy |
|
|||||
|
2021
Q1 | $1.11M | Buy |
|
|||||
|
2020
Q4 | – | Sell |
|
|||||
|
2020
Q3 | $359K | Buy |
|
|||||
|
2020
Q1 | – | Sell |
|
|||||
|
2019
Q4 | $211K | Sell |
|
|||||
|
2019
Q3 | $308K | Buy |
|
|||||
|
2019
Q2 | $293K | Buy |
|