Graves Light Lenhart Wealth’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 | $913K | Sell |
|
|||||
|
2025
Q2 | $878K | Hold |
|
|||||
|
2025
Q1 | $740K | Buy |
|
|||||
|
2024
Q4 | $796K | Sell |
|
|||||
|
2024
Q3 | $755K | Hold |
|
|||||
|
2024
Q2 | $651K | Hold |
|
|||||
|
2024
Q1 | $634K | Hold |
|
|||||
|
2023
Q4 | $521K | Hold |
|
|||||
|
2023
Q3 | $416K | Hold |
|
|||||
|
2023
Q2 | $485K | Buy |
|
|||||
|
2023
Q1 | $402K | Hold |
|
|||||
|
2022
Q4 | $360K | Hold |
|
|||||
|
2022
Q3 | $329K | Hold |
|
|||||
|
2022
Q2 | $338K | Sell |
|
|||||
|
2022
Q1 | $510K | Sell |
|
|||||
|
2021
Q4 | $511K | Buy |
|
|||||
|
2021
Q3 | $523K | Buy |
|
|||||
|
2021
Q2 | $516K | Sell |
|
|||||
|
2021
Q1 | $454K | Buy |
|
|||||
|
2020
Q4 | $378K | Buy |
|
|||||
|
2020
Q3 | $305K | Buy |
|
|||||
|
2020
Q2 | $272K | Buy |
|
|||||
|
2020
Q1 | – | Sell |
|
|||||
|
2019
Q4 | $276K | Hold |
|
|||||
|
2019
Q3 | $260K | Hold |
|
|||||
|
2019
Q2 | $274K | Hold |
|
|||||
|
2019
Q1 | $243K | Hold |
|
|||||
|
2018
Q4 | $212K | Buy |
|