IFP 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 | $3.08M | Sell |
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|
2025
Q1 | $2.89M | Buy |
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|
2024
Q4 | $1.44M | Sell |
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|
2024
Q3 | $2.17M | Buy |
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|
2024
Q2 | $1.81M | Buy |
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|
2024
Q1 | $748K | Buy |
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|
2023
Q4 | $587K | Sell |
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|
2023
Q3 | $678K | Sell |
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|
2023
Q2 | $884K | Sell |
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|
2023
Q1 | $450K | Sell |
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|
2022
Q4 | $842K | Sell |
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|
2022
Q3 | $956K | Buy |
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|
2022
Q2 | $851K | Hold |
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|
2022
Q1 | $851K | Buy |
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|
2021
Q4 | $835K | Buy |
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|
2021
Q3 | $833K | Buy |
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|
2021
Q2 | $727K | Buy |
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|
2021
Q1 | $571K | Buy |
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|
2020
Q4 | $460K | Buy |
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|
2020
Q3 | $376K | Sell |
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|
2020
Q2 | $355K | Buy |
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|
2020
Q1 | $327K | Buy |
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|
2019
Q4 | $392K | Buy |
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|
2019
Q3 | $302K | Buy |
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|
2019
Q1 | $235K | Sell |
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|
2018
Q4 | $472K | Sell |
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|
2018
Q3 | $630K | Sell |
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|
2018
Q2 | $713K | Sell |
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|
2018
Q1 | $824K | Hold |
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|
2017
Q4 | $824K | Sell |
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|
2017
Q3 | $900K | Sell |
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|
2017
Q2 | $898K | Sell |
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|
2017
Q1 | $986K | Sell |
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|
2016
Q4 | $1.03M | Buy |
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|
2016
Q3 | $791K | Sell |
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|
2016
Q2 | $770K | Buy |
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|
2016
Q1 | $235K | Sell |
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|
2015
Q4 | $949K | Buy |
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