J.W. Cole Advisors’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 | $8.52M | Buy |
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|
2025
Q1 | $6.48M | Buy |
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|
2024
Q4 | $3.93M | Buy |
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|
2024
Q3 | $3.45M | Buy |
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|
2024
Q2 | $2.52M | Buy |
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|
2024
Q1 | $2.24M | Buy |
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|
2023
Q4 | $1.84M | Buy |
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|
2023
Q3 | $1.08M | Sell |
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|
2023
Q2 | $1.56M | Sell |
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|
2023
Q1 | $1.83M | Sell |
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|
2022
Q4 | $1.69M | Buy |
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|
2022
Q3 | $1.3M | Buy |
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|
2022
Q2 | $1.21M | Buy |
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|
2022
Q1 | $1.56M | Buy |
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|
2021
Q4 | $1.19M | Sell |
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|
2021
Q3 | $1.22M | Buy |
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|
2021
Q2 | $1.13M | Buy |
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|
2021
Q1 | $923K | Sell |
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|
2020
Q4 | $1.09M | Sell |
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|
2020
Q3 | $1.29M | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $652K | Buy |
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