Great Valley Advisor Group’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 | $1M | Sell |
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|
2025
Q1 | $896K | Buy |
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|
2024
Q4 | $902K | Buy |
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|
2024
Q3 | $815K | Buy |
|
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|
2024
Q2 | $650K | Sell |
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|
2024
Q1 | $674K | Sell |
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|
2023
Q4 | $615K | Sell |
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|
2023
Q3 | $523K | Buy |
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|
2023
Q2 | $609K | Sell |
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|
2023
Q1 | $723K | Sell |
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|
2022
Q4 | $656K | Buy |
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|
2022
Q3 | $410K | Buy |
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|
2022
Q2 | $421K | Buy |
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|
2022
Q1 | $366K | Sell |
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|
2021
Q4 | $331K | Sell |
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|
2021
Q3 | $343K | Sell |
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|
2021
Q2 | $375K | Buy |
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|
2021
Q1 | $328K | Sell |
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|
2020
Q4 | $305K | Sell |
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|
2020
Q3 | $254K | Buy |
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|
2020
Q2 | $204K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $208K | Sell |
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|
2019
Q3 | $246K | Hold |
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|
2019
Q2 | $257K | Sell |
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|
2019
Q1 | $250K | Hold |
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|
2018
Q4 | $218K | Buy |
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