Global Financial Private Client’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 | $414K | Buy |
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|
2025
Q2 | $377K | Buy |
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|
2025
Q1 | $317K | Buy |
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|
2024
Q4 | $341K | Buy |
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|
2024
Q3 | $309K | Buy |
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|
2024
Q2 | $257K | Sell |
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|
2024
Q1 | $258K | Hold |
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|
2023
Q4 | $212K | Hold |
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|
2023
Q3 | $169K | Hold |
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|
2023
Q2 | $199K | Hold |
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|
2023
Q1 | $185K | Hold |
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|
2022
Q4 | $167K | Hold |
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|
2022
Q3 | $159K | Sell |
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|
2022
Q2 | $176K | Hold |
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|
2022
Q1 | $235K | Buy |
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|
2021
Q4 | $166K | Hold |
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|
2021
Q3 | $176K | Hold |
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|
2021
Q2 | $169K | Hold |
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|
2021
Q1 | $147K | Hold |
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|
2020
Q4 | $123K | Buy |
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|
2020
Q3 | $101K | Hold |
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|
2020
Q2 | $94K | Sell |
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|
2020
Q1 | $105K | Hold |
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|
2019
Q4 | $168K | Buy |
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