Liberty 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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $506K | Sell |
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|
2025
Q4 | $661K | Sell |
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|
2025
Q3 | $582K | Buy |
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|
2025
Q2 | $559K | Sell |
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|
2025
Q1 | $495K | Sell |
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|
2024
Q4 | $554K | Sell |
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|
2024
Q3 | $510K | Sell |
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|
2024
Q2 | $378K | Buy |
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|
2024
Q1 | $348K | Sell |
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|
2023
Q4 | $295K | Sell |
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|
2023
Q3 | $279K | Buy |
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|
2023
Q2 | $325K | Buy |
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|
2023
Q1 | $307K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $145K | Sell |
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|
2021
Q2 | $335K | Sell |
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|
2021
Q1 | $252K | Hold |
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|
2020
Q4 | $252K | Sell |
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|
2020
Q3 | $244K | Sell |
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|
2020
Q2 | $236K | Buy |
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|
2020
Q1 | $209K | Sell |
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|
2019
Q4 | $330K | Buy |
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|
2019
Q3 | $291K | Sell |
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|
2019
Q2 | $339K | Buy |
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|
2019
Q1 | $221K | Buy |
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|
2018
Q4 | $191K | Buy |
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