Marino Stram & Associates’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 | $758K | Buy |
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|
2025
Q1 | $639K | Hold |
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|
2024
Q4 | $705K | Sell |
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|
2024
Q3 | $671K | Buy |
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|
2024
Q2 | $545K | Hold |
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|
2024
Q1 | $536K | Buy |
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|
2023
Q4 | $440K | Hold |
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|
2023
Q3 | $350K | Buy |
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|
2023
Q2 | $407K | Buy |
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|
2023
Q1 | $377K | Buy |
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|
2022
Q4 | $336K | Sell |
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|
2022
Q3 | $314K | Buy |
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|
2022
Q2 | $317K | Buy |
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|
2022
Q1 | $378K | Buy |
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|
2021
Q4 | $320K | Buy |
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|
2021
Q3 | $313K | Sell |
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|
2021
Q2 | $770K | Buy |
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|
2021
Q1 | $235K | Hold |
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|
2020
Q4 | $201K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $139K | Hold |
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|
2018
Q4 | $121K | Sell |
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|
2018
Q3 | $144K | Hold |
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|
2018
Q2 | $133K | Buy |
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|
2018
Q1 | $124K | Hold |
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|
2017
Q4 | $132K | Buy |
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