GoalVest 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 | $50.8K | Hold |
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|
2025
Q2 | $48.8K | Sell |
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|
2025
Q1 | $43K | Sell |
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|
2024
Q4 | $48.1K | Sell |
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|
2024
Q3 | $88.4K | Hold |
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|
2024
Q2 | $75.5K | Hold |
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|
2024
Q1 | $74.2K | Buy |
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|
2023
Q4 | $42K | Sell |
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|
2023
Q3 | $43.3K | Buy |
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|
2023
Q2 | $39.2K | Hold |
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|
2023
Q1 | $37.1K | Buy |
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|
2022
Q4 | $31.5K | Hold |
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|
2022
Q3 | $29K | Sell |
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|
2022
Q2 | $597K | Sell |
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|
2022
Q1 | $814K | Buy |
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|
2021
Q2 | $814K | Buy |
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|
2021
Q1 | $573K | Buy |
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|
2020
Q4 | $477K | Buy |
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