Global Retirement 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $3.99M | Buy |
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|
2025
Q2 | $3.5M | Buy |
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|
2024
Q4 | $3.8M | Buy |
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|
2024
Q3 | $3.19M | Buy |
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|
2024
Q2 | $1.65M | Buy |
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|
2024
Q1 | $1.54M | Buy |
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|
2023
Q4 | $1.17M | Buy |
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|
2023
Q3 | $910K | Sell |
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|
2023
Q2 | $1.08M | Sell |
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|
2023
Q1 | $999K | Buy |
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|
2022
Q4 | $779K | Buy |
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|
2022
Q3 | $760K | Sell |
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|
2022
Q2 | $710K | Sell |
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|
2022
Q1 | $806K | Sell |
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|
2021
Q4 | $867K | Buy |
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|
2021
Q3 | $862K | Sell |
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|
2021
Q2 | $1.16M | Sell |
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|
2021
Q1 | $1.03M | Buy |
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|
2020
Q4 | $879K | Buy |
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|
2020
Q3 | $709K | Sell |
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|
2020
Q2 | $718K | Buy |
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|
2020
Q1 | $601K | Sell |
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|
2019
Q4 | $956K | Sell |
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|
2019
Q3 | $934K | Buy |
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|
2019
Q2 | $968K | Buy |
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|
2019
Q1 | $851K | Buy |
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|
2018
Q4 | $704K | Buy |
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|
2018
Q3 | $738K | Sell |
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|
2018
Q2 | $695K | Sell |
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|
2018
Q1 | $665K | Buy |
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|
2017
Q4 | $678K | Buy |
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|
2017
Q3 | $285K | Buy |
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|
2017
Q2 | $265K | Buy |
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|
2017
Q1 | $181K | Sell |
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|
2016
Q4 | $174K | Buy |
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