Joel Isaacson & Co’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 | $4.58M | Buy |
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|
2025
Q2 | $3.74M | Buy |
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|
2025
Q1 | $2.75M | Buy |
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|
2024
Q4 | $2.92M | Hold |
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|
2024
Q3 | $2.67M | Sell |
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|
2024
Q2 | $2.34M | Buy |
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|
2024
Q1 | $2.21M | Buy |
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|
2023
Q4 | $1.81M | Buy |
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|
2023
Q3 | $1.16M | Buy |
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|
2023
Q2 | $1.29M | Hold |
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|
2023
Q1 | $1.23M | Hold |
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|
2022
Q4 | $1.1M | Sell |
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|
2022
Q3 | $1.03M | Buy |
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|
2022
Q2 | $1.05M | Hold |
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|
2022
Q1 | $1.39M | Hold |
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|
2021
Q4 | $1.24M | Hold |
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|
2021
Q3 | $1.27M | Buy |
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|
2021
Q2 | $1.25M | Buy |
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|
2021
Q1 | $1.02M | Hold |
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|
2020
Q4 | $870K | Hold |
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|
2020
Q3 | $721K | Sell |
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|
2020
Q2 | $687K | Buy |
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|
2020
Q1 | $561K | Sell |
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|
2019
Q4 | $841K | Hold |
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|
2019
Q3 | $799K | Sell |
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|
2019
Q2 | $853K | Sell |
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|
2019
Q1 | $756K | Sell |
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|
2018
Q4 | $687K | Buy |
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|
2018
Q3 | $702K | Sell |
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|
2018
Q2 | $681K | Hold |
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|
2018
Q1 | $648K | Hold |
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|
2017
Q4 | $690K | Buy |
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|
2017
Q3 | $615K | Hold |
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|
2017
Q2 | $573K | Hold |
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|
2017
Q1 | $538K | Sell |
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|
2016
Q4 | $526K | Sell |
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|
2016
Q3 | $469K | Buy |
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|
2016
Q2 | $431K | Sell |
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|
2016
Q1 | $601K | Sell |
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|
2015
Q4 | $751K | Hold |
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|
2015
Q3 | $800K | Hold |
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|
2015
Q2 | $839K | Buy |
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|
2015
Q1 | $734K | Sell |
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|
2014
Q4 | $895K | Sell |
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|
2014
Q3 | $849K | Hold |
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|
2014
Q2 | $920K | Sell |
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|
2014
Q1 | $909K | Sell |
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|
2013
Q4 | $925K | Buy |
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|
2013
Q3 | $766K | Buy |
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|
2013
Q2 | $709K | Buy |
|