Independent Solutions 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
Q3 | $432K | Hold |
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|
2025
Q2 | $415K | Sell |
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|
2025
Q1 | $369K | Sell |
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|
2024
Q4 | $413K | Sell |
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|
2024
Q3 | $380K | Sell |
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|
2024
Q2 | $330K | Sell |
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|
2024
Q1 | $380K | Sell |
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|
2023
Q4 | $317K | Buy |
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|
2023
Q3 | $221K | Buy |
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|
2023
Q2 | $222K | Hold |
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|
2023
Q1 | $210K | Sell |
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|
2022
Q4 | $235K | Hold |
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|
2022
Q3 | $215K | Hold |
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|
2022
Q2 | $220K | Hold |
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|
2022
Q1 | $297K | Sell |
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|
2021
Q4 | $265K | Hold |
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|
2021
Q3 | $271K | Buy |
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|
2021
Q2 | $265K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $206K | Buy |
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