Meridian Wealth Advisors’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 | $800K | Hold |
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|
2025
Q1 | $675K | Hold |
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|
2024
Q4 | $744K | Hold |
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|
2024
Q3 | $680K | Sell |
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|
2024
Q2 | $600K | Buy |
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|
2024
Q1 | $580K | Hold |
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|
2023
Q4 | $478K | Sell |
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|
2023
Q3 | $387K | Sell |
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|
2023
Q2 | $470K | Sell |
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|
2023
Q1 | $548K | Hold |
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|
2022
Q4 | $491K | Sell |
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|
2022
Q3 | $475K | Buy |
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|
2022
Q2 | $385K | Hold |
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|
2022
Q1 | $519K | Buy |
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|
2021
Q4 | $394K | Hold |
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|
2021
Q3 | $404K | Hold |
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|
2021
Q2 | $398K | Hold |
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|
2021
Q1 | $341K | Hold |
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|
2020
Q4 | $292K | Sell |
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|
2020
Q3 | $247K | Sell |
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|
2020
Q2 | $286K | Buy |
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|
2020
Q1 | $206K | Hold |
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|
2019
Q4 | $300K | Hold |
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|
2019
Q3 | $285K | Sell |
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|
2019
Q2 | $310K | Hold |
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|
2019
Q1 | $273K | Hold |
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|
2018
Q4 | $238K | Buy |
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