Golden State Wealth Management’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
Q2 | $1.21M | Sell |
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|
2025
Q1 | $1.06M | Buy |
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|
2024
Q4 | $1.16M | Buy |
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|
2022
Q1 | $1.16M | Buy |
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|
2021
Q4 | $893K | Buy |
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|
2021
Q3 | $689K | Sell |
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|
2021
Q2 | $680K | Buy |
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|
2021
Q1 | $580K | Sell |
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|
2020
Q4 | $549K | Buy |
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|
2020
Q3 | $402K | Sell |
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|
2020
Q2 | $494K | Buy |
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|
2020
Q1 | $223K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $1.53M | Sell |
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|
2019
Q2 | $1.71M | Buy |
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|
2019
Q1 | $1.38M | Buy |
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