Merriman 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $651K | Hold |
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|
2024
Q3 | $595K | Buy |
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|
2024
Q2 | $276K | Sell |
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|
2024
Q1 | $281K | Sell |
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|
2023
Q4 | $239K | Sell |
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|
2023
Q3 | $268K | Sell |
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|
2023
Q2 | $319K | Sell |
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|
2023
Q1 | $360K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $312K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $204K | Sell |
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|
2021
Q4 | $244K | Buy |
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