Keebeck Wealth Management’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 | $416K | Buy |
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|
2025
Q1 | $300K | Sell |
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|
2024
Q4 | $336K | Sell |
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|
2024
Q3 | $423K | Sell |
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|
2024
Q2 | $367K | Hold |
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|
2024
Q1 | $361K | Buy |
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|
2023
Q4 | $208K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $1.78M | Buy |
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|
2021
Q1 | $1.24M | Buy |
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|
2020
Q4 | $776K | Buy |
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|
2020
Q3 | $347K | Buy |
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|
2020
Q2 | $59K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $85K | Buy |
|