Glass Jacobson Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $332K | Hold |
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|
2025
Q2 | $319K | Sell |
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|
2025
Q1 | $322K | Hold |
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|
2024
Q4 | $322K | Hold |
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|
2024
Q3 | $294K | Hold |
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|
2024
Q2 | $251K | Hold |
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|
2024
Q1 | $247K | Hold |
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|
2023
Q4 | $203K | Sell |
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|
2023
Q3 | $178K | Hold |
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|
2023
Q2 | $208K | Buy |
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|
2022
Q4 | $160K | Buy |
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