OneDigital 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 | $5.67M | Buy |
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|
2025
Q1 | $4.75M | Sell |
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|
2024
Q4 | $6.16M | Sell |
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|
2024
Q3 | $6.74M | Sell |
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|
2024
Q2 | $6.17M | Buy |
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|
2024
Q1 | $5.2M | Buy |
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|
2023
Q4 | $3.98M | Buy |
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|
2023
Q3 | $2.58M | Buy |
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|
2023
Q2 | $2.29M | Sell |
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|
2023
Q1 | $2.75M | Buy |
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|
2022
Q4 | $1.59M | Sell |
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|
2022
Q3 | $1.47M | Buy |
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|
2022
Q2 | $1.47M | Buy |
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|
2022
Q1 | $1.4M | Buy |
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|
2021
Q4 | $1.09M | Sell |
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|
2021
Q3 | $1.28M | Sell |
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|
2021
Q2 | $1.28M | Buy |
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|
2021
Q1 | $964K | Sell |
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|
2020
Q4 | $842K | Buy |
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|
2020
Q3 | $686K | Buy |
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|
2020
Q2 | $647K | Buy |
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|
2020
Q1 | $580K | Buy |
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|
2019
Q4 | $687K | Hold |
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|
2019
Q3 | $653K | Buy |
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|
2019
Q2 | $444K | Buy |
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|
2019
Q1 | $356K | Hold |
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|
2018
Q4 | $310K | Buy |
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|
2018
Q3 | $67K | Hold |
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|
2018
Q2 | $62K | Hold |
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|
2018
Q1 | $59K | Sell |
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|
2017
Q4 | $93K | Buy |
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|
2017
Q3 | $76K | Sell |
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|
2017
Q2 | $106K | Buy |
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