NewEdge Wealth’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 | $7.29M | Sell |
|
|||||
|
2025
Q1 | $6.84M | Sell |
|
|||||
|
2024
Q4 | $7.75M | Buy |
|
|||||
|
2024
Q3 | $6.68M | Buy |
|
|||||
|
2024
Q2 | $3.99M | Sell |
|
|||||
|
2024
Q1 | $4.17M | Buy |
|
|||||
|
2023
Q4 | $3.09M | Buy |
|
|||||
|
2023
Q3 | $2.02M | Buy |
|
|||||
|
2023
Q2 | $2.29M | Buy |
|
|||||
|
2023
Q1 | $261K | Buy |
|
|||||
|
2022
Q4 | $206K | Sell |
|
|||||
|
2022
Q3 | $250K | Sell |
|
|||||
|
2022
Q2 | $605K | Buy |
|
|||||
|
2022
Q1 | $545K | Buy |
|