Latitude 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
Q3 | $246K | Sell |
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|
2025
Q2 | $246K | Sell |
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|
2025
Q1 | $210K | Sell |
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|
2024
Q4 | $262K | Sell |
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|
2024
Q3 | $242K | Sell |
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|
2024
Q2 | $209K | Sell |
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|
2024
Q1 | $207K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $208K | Sell |
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|
2022
Q1 | $811K | Buy |
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|
2021
Q4 | $415K | Sell |
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|
2021
Q3 | $425K | Buy |
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|
2021
Q2 | $206K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $299K | Buy |
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