Independent Family Office’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 | $616K | Hold |
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|
2025
Q1 | $520K | Hold |
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|
2024
Q4 | $573K | Hold |
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|
2024
Q3 | $524K | Hold |
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|
2024
Q2 | $447K | Hold |
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|
2024
Q1 | $440K | Hold |
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|
2023
Q4 | $362K | Hold |
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|
2023
Q3 | $288K | Hold |
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|
2023
Q2 | $337K | Hold |
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|
2023
Q1 | $319K | Hold |
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|
2022
Q4 | $285K | Hold |
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|
2022
Q3 | $261K | Hold |
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|
2022
Q2 | $268 | Hold |
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|
2022
Q1 | $361K | Hold |
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|
2021
Q4 | $316K | Hold |
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|
2021
Q3 | $324K | Hold |
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|
2021
Q2 | $319K | Hold |
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|
2021
Q1 | $273K | Hold |
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|
2020
Q4 | $234K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $241K | Buy |
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