Marcum Wealth’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
Q1 | $1.14M | Buy |
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|
2024
Q4 | $1.2M | Buy |
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|
2024
Q3 | $1.02M | Buy |
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|
2024
Q2 | $640K | Sell |
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|
2024
Q1 | $649K | Buy |
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|
2023
Q4 | $499K | Sell |
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|
2023
Q3 | $417K | Sell |
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|
2023
Q2 | $496K | Buy |
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|
2023
Q1 | $463K | Buy |
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|
2022
Q4 | $408K | Buy |
|
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|
2022
Q3 | $371K | Sell |
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|
2022
Q2 | $560K | Buy |
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|
2022
Q1 | $430K | Buy |
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|
2021
Q4 | $372K | Buy |
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|
2021
Q3 | $327K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $216K | Buy |
|