Intellectus Partners’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 | $2.29M | Buy |
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|
2025
Q1 | $1.93M | Sell |
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|
2024
Q4 | $2.17M | Sell |
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|
2024
Q3 | $2.05M | Sell |
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|
2024
Q2 | $1.78M | Sell |
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|
2024
Q1 | $1.79M | Sell |
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|
2023
Q4 | $1.57M | Buy |
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|
2023
Q3 | $1.2M | Buy |
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|
2023
Q2 | $1.36M | Buy |
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|
2023
Q1 | $1.21M | Sell |
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|
2022
Q4 | $1.17M | Buy |
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|
2022
Q3 | $899K | Buy |
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|
2022
Q2 | $736K | Buy |
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|
2022
Q1 | $778K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $57K | Hold |
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|
2017
Q4 | $61K | Hold |
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|
2017
Q3 | $55K | Hold |
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|
2017
Q2 | $51K | Buy |
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|
2017
Q1 | $40K | Hold |
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|
2016
Q4 | $38K | Buy |
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