Integrated Wealth Concepts’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 | $6.41M | Buy |
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|
2025
Q1 | $5.23M | Buy |
|
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|
2024
Q4 | $5.42M | Buy |
|
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|
2024
Q3 | $4.85M | Buy |
|
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|
2024
Q2 | $4.14M | Buy |
|
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|
2024
Q1 | $3.9M | Buy |
|
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|
2023
Q4 | $3.05M | Sell |
|
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|
2023
Q3 | $2.73M | Sell |
|
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|
2023
Q2 | $3.3M | Buy |
|
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|
2023
Q1 | $2.98M | Buy |
|
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|
2022
Q4 | $2.5M | Buy |
|
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|
2022
Q3 | $2.2M | Sell |
|
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|
2022
Q2 | $2.48M | Buy |
|
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|
2022
Q1 | $2.38M | Sell |
|
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|
2021
Q4 | $2.49M | Buy |
|
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|
2021
Q3 | $2.06M | Buy |
|
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|
2021
Q2 | $1.23M | Buy |
|
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|
2021
Q1 | $1.02M | Buy |
|
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|
2020
Q4 | $686K | Sell |
|
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|
2020
Q3 | $577K | Buy |
|
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|
2020
Q2 | $455K | Sell |
|
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|
2020
Q1 | $468K | Buy |
|
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|
2019
Q4 | $242K | Buy |
|
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|
2019
Q3 | $214K | Sell |
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|
2019
Q2 | $221K | Buy |
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