Jackson Grant Investment Advisers’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 | $64.8K | Hold |
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|
2025
Q1 | $54.6K | Hold |
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|
2024
Q4 | $60.2K | Hold |
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|
2024
Q3 | $55.1K | Hold |
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|
2024
Q2 | $47K | Hold |
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|
2024
Q1 | $46.2K | Hold |
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|
2023
Q4 | $38K | Hold |
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|
2023
Q3 | $30.3K | Hold |
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|
2023
Q2 | $35.4K | Hold |
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|
2023
Q1 | $33.5K | Buy |
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|
2022
Q4 | $28.1K | Hold |
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|
2022
Q3 | $26K | Hold |
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|
2022
Q2 | $26K | Hold |
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|
2022
Q1 | $36K | Hold |
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|
2021
Q4 | $31K | Hold |
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|
2021
Q3 | $32K | Buy |
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|
2021
Q2 | $15K | Hold |
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|
2021
Q1 | $13K | Hold |
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|
2020
Q4 | $11K | Hold |
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|
2020
Q3 | $9K | Hold |
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|
2020
Q2 | $9K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $6K | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $77K | Buy |
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