Horizon Wealth Management’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 | $682K | Buy |
|
|||||
|
2025
Q1 | $570K | Buy |
|
|||||
|
2024
Q4 | $616K | Buy |
|
|||||
|
2024
Q3 | $562K | Buy |
|
|||||
|
2024
Q2 | $479K | Sell |
|
|||||
|
2024
Q1 | $511K | Buy |
|
|||||
|
2023
Q4 | $410K | Sell |
|
|||||
|
2023
Q3 | $359K | Buy |
|
|||||
|
2023
Q2 | $419K | Buy |
|
|||||
|
2023
Q1 | $396K | Sell |
|
|||||
|
2022
Q4 | $495K | Buy |
|
|||||
|
2022
Q3 | $448K | Sell |
|
|||||
|
2022
Q2 | $475K | Sell |
|
|||||
|
2022
Q1 | $651K | Sell |
|
|||||
|
2021
Q4 | $1.22M | Buy |
|