Great Diamond 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 | $1.27M | Buy |
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|
2025
Q2 | $1.21M | Buy |
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|
2025
Q1 | $355K | Buy |
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|
2024
Q4 | $391K | Buy |
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|
2024
Q3 | $357K | Buy |
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|
2024
Q2 | $304K | Sell |
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|
2024
Q1 | $304K | Sell |
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|
2023
Q4 | $275K | Sell |
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|
2023
Q3 | $223K | Buy |
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|
2023
Q2 | $257K | Sell |
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|
2023
Q1 | $245K | Sell |
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|
2022
Q4 | $230K | Buy |
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|
2022
Q3 | $208K | Sell |
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|
2022
Q2 | $277K | Sell |
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|
2022
Q1 | $398K | Sell |
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|
2021
Q4 | $358K | Buy |
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|
2021
Q3 | $345K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $136K | Buy |
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