Meridian 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 | $1.4M | Buy |
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|
2025
Q1 | $1.09M | Buy |
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|
2024
Q4 | $1.16M | Buy |
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|
2024
Q3 | $954K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $686K | Sell |
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|
2023
Q4 | $580K | Sell |
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|
2023
Q3 | $1.18M | Buy |
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|
2023
Q2 | $712K | Sell |
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|
2023
Q1 | $682K | Sell |
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|
2022
Q4 | $617K | Sell |
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|
2022
Q3 | $599K | Sell |
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|
2022
Q2 | $657K | Buy |
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|
2022
Q1 | $752K | Buy |
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|
2021
Q4 | $615K | Sell |
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|
2021
Q3 | $653K | Buy |
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|
2021
Q2 | $639K | Buy |
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|
2021
Q1 | $477K | Buy |
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|
2020
Q4 | $391K | Sell |
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|
2020
Q3 | $350K | Buy |
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|
2020
Q2 | $268K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $388K | Hold |
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|
2019
Q3 | $369K | Buy |
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|
2019
Q2 | $3.58K | Buy |
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|
2019
Q1 | $312K | Buy |
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