Mezzasalma 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 | – | Sell |
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|
2025
Q1 | $288K | Buy |
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|
2024
Q4 | $294K | Buy |
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|
2024
Q3 | $262K | Hold |
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|
2024
Q2 | $224K | Sell |
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|
2024
Q1 | $413K | Sell |
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|
2023
Q4 | $473K | Sell |
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|
2023
Q3 | $422K | Buy |
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|
2023
Q2 | $492K | Hold |
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|
2023
Q1 | $466K | Sell |
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|
2022
Q4 | $423K | Sell |
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|
2022
Q3 | $469K | Buy |
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|
2022
Q2 | $447K | Buy |
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|
2022
Q1 | $564K | Hold |
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|
2021
Q4 | $494K | Hold |
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|
2021
Q3 | $505K | Hold |
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|
2021
Q2 | $498K | Hold |
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|
2021
Q1 | $427K | Hold |
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|
2020
Q4 | $365K | Buy |
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