Moneta Group Investment 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 | $3.24M | Buy |
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|
2025
Q1 | $2.68M | Buy |
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|
2024
Q4 | $2.52M | Sell |
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|
2024
Q3 | $2.32M | Sell |
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|
2024
Q2 | $2.1M | Buy |
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|
2024
Q1 | $1.98M | Buy |
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|
2023
Q4 | $1.41M | Sell |
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|
2023
Q3 | $1.57M | Sell |
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|
2023
Q2 | $2.29M | Buy |
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|
2023
Q1 | $2.13M | Buy |
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|
2022
Q4 | $1.66M | Sell |
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|
2022
Q3 | $1.57M | Sell |
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|
2022
Q2 | $1.9M | Buy |
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|
2022
Q1 | $1.75M | Buy |
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|
2021
Q4 | $733K | Buy |
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|
2021
Q3 | $686K | Sell |
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|
2021
Q2 | $737K | Buy |
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|
2021
Q1 | $590K | Buy |
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|
2020
Q4 | $494K | Buy |
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|
2020
Q3 | $394K | Sell |
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|
2020
Q2 | $505K | Buy |
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|
2020
Q1 | $330K | Sell |
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|
2019
Q4 | $737K | Sell |
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|
2019
Q3 | $719K | Buy |
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|
2019
Q2 | $734K | Sell |
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|
2019
Q1 | $678K | Buy |
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|
2018
Q4 | $570K | Buy |
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|
2018
Q3 | $628K | Buy |
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|
2018
Q2 | $563K | Sell |
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|
2018
Q1 | $538K | Buy |
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|
2017
Q4 | $567K | Hold |
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|
2017
Q3 | $516K | Buy |
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|
2017
Q2 | $480K | Hold |
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|
2017
Q1 | $451K | Sell |
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|
2016
Q4 | $468K | Buy |
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|
2016
Q3 | $375K | Sell |
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|
2016
Q2 | $358K | Hold |
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|
2016
Q1 | $362K | Buy |
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|
2015
Q4 | $223K | Buy |
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|
2015
Q3 | $222K | Sell |
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|
2015
Q2 | $420K | Sell |
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|
2015
Q1 | $773K | Buy |
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|
2014
Q4 | $893K | Buy |
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|
2014
Q3 | $823K | Buy |
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|
2014
Q2 | $844K | Buy |
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|
2014
Q1 | $531K | Hold |
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|
2013
Q4 | $535K | Buy |
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|
2013
Q3 | $415K | Hold |
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|
2013
Q2 | $411K | Buy |
|