Mount Yale 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 | $1.41M | Buy |
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|
2025
Q1 | $1.12M | Sell |
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|
2024
Q4 | $1.37M | Buy |
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|
2024
Q3 | $996K | Sell |
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|
2024
Q2 | $1.04M | Buy |
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|
2024
Q1 | $1.01M | Buy |
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|
2023
Q4 | $596K | Buy |
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|
2023
Q3 | $383K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $5.79M | Sell |
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|
2020
Q3 | $5M | Sell |
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|
2020
Q2 | $4.96M | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $250K | Sell |
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|
2018
Q2 | $284K | Buy |
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|
2018
Q1 | $235K | Buy |
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