IMA Advisory Services’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 | $207K | Buy |
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|
2025
Q1 | $173K | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $175K | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $223K | Hold |
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|
2015
Q3 | $238K | Sell |
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|
2015
Q2 | $295K | Hold |
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|
2015
Q1 | $297K | Hold |
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|
2014
Q4 | $354K | Hold |
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|
2014
Q3 | $333K | Hold |
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|
2014
Q2 | $361K | Hold |
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|
2014
Q1 | $342K | Sell |
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|
2013
Q4 | $355K | Hold |
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|
2013
Q3 | $295K | Hold |
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|
2013
Q2 | $292K | Buy |
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