Greystone Financial 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
Q3
$15.3M Sell
2025
Q2
$15M Sell
2025
Q1
$12.8M Sell
2024
Q4
$14.9M Buy
2024
Q3
$13.4M Buy
2024
Q2
$10.6M Buy
2024
Q1
$9.84M Sell
2023
Q4
$8.14M Buy
2023
Q3
$1.04M Buy
2023
Q2
$685K Sell
2023
Q1
$776K Buy
2022
Q4
$689K Buy
2022
Q1
Sell
2021
Q4
$465K Buy
2021
Q3
$423K Sell
2021
Q2
$973K Buy
2021
Q1
$880K Sell
2020
Q4
$8.03M Buy