Herold Advisors’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 | $851K | Sell |
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|
2025
Q1 | $799K | Buy |
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|
2024
Q4 | $586K | Buy |
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|
2024
Q3 | $503K | Sell |
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|
2024
Q2 | $499K | Sell |
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|
2024
Q1 | $513K | Hold |
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|
2023
Q4 | $422K | Hold |
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|
2023
Q3 | $336K | Sell |
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|
2023
Q2 | $497K | Sell |
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|
2023
Q1 | $528K | Buy |
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|
2022
Q4 | $458K | Buy |
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|
2022
Q3 | $418K | Hold |
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|
2022
Q2 | $429K | Buy |
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|
2022
Q1 | $561K | Hold |
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|
2021
Q4 | $490K | Hold |
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|
2021
Q3 | $502K | Buy |
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