Optimum 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 | – | Sell |
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|
2025
Q1 | $2.15K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $149 | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $262K | Hold |
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|
2021
Q3 | $268K | Sell |
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|
2021
Q2 | $347K | Sell |
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|
2021
Q1 | $368K | Hold |
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|
2020
Q4 | $314K | Hold |
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|
2020
Q3 | $261K | Hold |
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|
2020
Q2 | $248K | Sell |
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|
2020
Q1 | $232K | Hold |
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|
2019
Q4 | $337K | Hold |
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|
2019
Q3 | $321K | Hold |
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|
2019
Q2 | $335K | Sell |
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|
2019
Q1 | $307K | Buy |
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|
2018
Q4 | $209K | Hold |
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|
2018
Q3 | $234K | Hold |
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|
2018
Q2 | $215K | Hold |
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|
2018
Q1 | $205K | Hold |
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|
2017
Q4 | $218K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $202K | Sell |
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|
2017
Q1 | $241K | Hold |
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|
2016
Q4 | $226K | Sell |
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|
2016
Q3 | $221K | Sell |
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|
2016
Q2 | $328K | Sell |
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|
2016
Q1 | $359K | Sell |
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|
2015
Q4 | $435K | Sell |
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|
2015
Q3 | $519K | Buy |
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|
2015
Q1 | $1.22M | Sell |
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|
2014
Q4 | $1.52M | Hold |
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|
2014
Q3 | $1.43M | Sell |
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|
2014
Q2 | $1.56M | Buy |
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|
2014
Q1 | $1.44M | Sell |
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|
2013
Q4 | $1.53M | Buy |
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|
2013
Q3 | $1.23M | Buy |
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