Mascoma 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $198K | Hold |
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|
2025
Q1 | $167K | Hold |
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|
2024
Q4 | $184K | Sell |
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|
2024
Q3 | $179K | Sell |
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|
2024
Q2 | $162K | Sell |
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|
2024
Q1 | $184K | Hold |
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|
2023
Q4 | $152K | Hold |
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|
2023
Q3 | $121K | Hold |
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|
2023
Q2 | $134K | Hold |
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|
2023
Q1 | $131K | Hold |
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|
2022
Q4 | $120K | Hold |
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|
2022
Q3 | $109K | Hold |
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|
2022
Q2 | $112K | Hold |
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|
2022
Q1 | $151K | Buy |
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|
2021
Q4 | $128K | Hold |
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|
2021
Q3 | $132K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $111K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $92K | Hold |
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|
2019
Q1 | $81K | Hold |
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|
2018
Q4 | $71K | Sell |
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|
2018
Q3 | $106K | Hold |
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|
2018
Q2 | $98K | Buy |
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|
2018
Q1 | $89K | Hold |
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|
2017
Q4 | $92K | Hold |
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|
2017
Q3 | $86K | Hold |
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|
2017
Q2 | $80K | Sell |
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|
2017
Q1 | $83K | Hold |
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|
2016
Q4 | $78K | Buy |
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