Moisand Fitzgerald Tamayo’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 | $749K | Buy |
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|
2025
Q1 | $629K | Hold |
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|
2024
Q4 | $694K | Hold |
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|
2024
Q3 | $634K | Hold |
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|
2024
Q2 | $541K | Hold |
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|
2024
Q1 | $532K | Sell |
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|
2023
Q4 | $459K | Sell |
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|
2023
Q3 | $366K | Hold |
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|
2023
Q2 | $428K | Sell |
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|
2023
Q1 | $422K | Buy |
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|
2022
Q4 | $363K | Buy |
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|
2022
Q3 | $327K | Buy |
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|
2022
Q2 | $335K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $396K | Hold |
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|
2021
Q3 | $405K | Hold |
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|
2021
Q2 | $400K | Hold |
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|
2021
Q1 | $342K | Hold |
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|
2020
Q4 | $292K | Hold |
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|
2020
Q3 | $243K | Sell |
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|
2020
Q2 | $232K | Sell |
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|
2020
Q1 | $210K | Hold |
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|
2019
Q4 | $305K | Hold |
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|
2019
Q3 | $290K | Hold |
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|
2019
Q2 | $302K | Hold |
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|
2019
Q1 | $268K | Hold |
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|
2018
Q4 | $233K | Hold |
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|
2018
Q3 | $261K | Hold |
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|
2018
Q2 | $240K | Hold |
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|
2018
Q1 | $228K | Hold |
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|
2017
Q4 | $243K | Hold |
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|
2017
Q3 | $222K | Buy |
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