Oldfather Financial Services’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 | $2.5M | Hold |
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|
2025
Q2 | $2.4M | Sell |
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|
2025
Q1 | $2.02M | Buy |
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|
2024
Q4 | $2.23M | Hold |
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|
2024
Q3 | $2.04M | Buy |
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|
2024
Q2 | $1.74M | Sell |
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|
2024
Q1 | $1.82M | Hold |
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|
2023
Q4 | $1.5M | Sell |
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|
2023
Q3 | $1.2M | Sell |
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|
2023
Q2 | $1.45M | Sell |
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|
2023
Q1 | $1.42M | Buy |
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|
2022
Q4 | $782K | Sell |
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|
2022
Q3 | $723K | Sell |
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|
2022
Q2 | $870K | Sell |
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|
2022
Q1 | $1.05M | Sell |
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|
2021
Q4 | $1.14M | Buy |
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|
2021
Q3 | $1.04M | Hold |
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|
2021
Q2 | $965K | Hold |
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|
2021
Q1 | $837K | Hold |
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|
2020
Q4 | $719K | Sell |
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|
2020
Q3 | $610K | Hold |
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|
2020
Q2 | $551K | Hold |
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|
2020
Q1 | $484K | Hold |
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|
2019
Q4 | $766K | Buy |
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