Orion Portfolio Solutions’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
Q1 | $16.8M | Sell |
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|
2024
Q4 | $20M | Sell |
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|
2024
Q3 | $21.2M | Sell |
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|
2024
Q2 | $19.9M | Sell |
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|
2024
Q1 | $21.8M | Sell |
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|
2023
Q4 | $19.2M | Sell |
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|
2023
Q3 | $15.9M | Sell |
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|
2023
Q2 | $19.4M | Sell |
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|
2023
Q1 | $19.2M | Buy |
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|
2022
Q4 | $783K | Buy |
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|
2022
Q3 | $506K | Sell |
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|
2022
Q2 | $549K | Sell |
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|
2022
Q1 | $1.04M | Buy |
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|
2021
Q4 | $900K | Buy |
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|
2021
Q3 | $887K | Sell |
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|
2021
Q2 | $1.17M | Buy |
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|
2021
Q1 | $734K | Buy |
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|
2020
Q4 | $619K | Sell |
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|
2020
Q3 | $528K | Sell |
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|
2020
Q2 | $504K | Buy |
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|
2020
Q1 | $432K | Buy |
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|
2019
Q4 | $602K | Buy |
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