Independent Financial Group’s American Express AXP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $3.22M | Sell |
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|
2025
Q4 | $4.29M | Sell |
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|
2025
Q3 | $4.04M | Buy |
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|
2025
Q2 | $3.77M | Sell |
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|
2025
Q1 | $3.87M | Sell |
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|
2024
Q4 | $4.35M | Buy |
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|
2024
Q3 | $3.33M | Buy |
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|
2024
Q2 | $2.73M | Buy |
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|
2024
Q1 | $1.77M | Buy |
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|
2023
Q4 | $1.19M | Buy |
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|
2023
Q3 | $848K | Buy |
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|
2023
Q2 | $908K | Buy |
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|
2023
Q1 | $814K | Buy |
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|
2022
Q4 | $662K | Sell |
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|
2022
Q3 | $611K | Sell |
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|
2022
Q2 | $737K | Buy |
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|
2022
Q1 | $859K | Sell |
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|
2021
Q4 | $767K | Buy |
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|
2021
Q3 | $596K | Buy |
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|
2021
Q2 | $554K | Sell |
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|
2021
Q1 | $501K | Sell |
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|
2020
Q4 | $441K | Buy |
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|
2020
Q3 | $261K | Sell |
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|
2020
Q2 | $254K | Buy |
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|
2020
Q1 | $224K | Buy |
|