Laurel Wealth Advisors (North Carolina)’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 | $5.46M | Buy |
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|
2025
Q1 | $1.48M | Buy |
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|
2024
Q4 | $1.63M | Sell |
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|
2024
Q3 | $1.5M | Sell |
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|
2024
Q2 | $1.28M | Sell |
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|
2024
Q1 | $1.29M | Hold |
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|
2023
Q4 | $1.06M | Buy |
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|
2023
Q3 | $844K | Sell |
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|
2023
Q2 | $1.04M | Sell |
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|
2023
Q1 | $1.03M | Buy |
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|
2022
Q4 | $853K | Buy |
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|
2022
Q3 | $778K | Buy |
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|
2022
Q2 | $800K | Hold |
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|
2022
Q1 | $1.08M | Sell |
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|
2021
Q4 | $966K | Hold |
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|
2021
Q3 | $989K | Sell |
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|
2021
Q2 | $989K | Sell |
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|
2021
Q1 | $850K | Sell |
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|
2020
Q4 | $742K | Sell |
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|
2020
Q3 | $618K | Hold |
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|
2020
Q2 | $587K | Buy |
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|
2020
Q1 | $517K | Buy |
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|
2019
Q4 | $735K | Sell |
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|
2019
Q3 | $701K | Buy |
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|
2019
Q2 | $731K | Sell |
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|
2019
Q1 | $663K | Hold |
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|
2018
Q4 | $578K | Buy |
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