Northwest Wealth Management’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
Q3 | $391K | Buy |
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|
2025
Q2 | $368K | Buy |
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|
2025
Q1 | $308K | Sell |
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|
2024
Q4 | $341K | Sell |
|
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|
2024
Q3 | $320K | Sell |
|
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|
2024
Q2 | $286K | Buy |
|
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|
2024
Q1 | $279K | Sell |
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|
2023
Q4 | $304K | Buy |
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|
2023
Q3 | $240K | Sell |
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|
2023
Q2 | $281K | Buy |
|
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|
2023
Q1 | $257K | Buy |
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|
2022
Q4 | $222K | Sell |
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|
2022
Q3 | $208K | Buy |
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|
2022
Q2 | $211K | Buy |
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|
2022
Q1 | $284K | Buy |
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|
2021
Q4 | $245K | Buy |
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