Outlook Wealth 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
Q3 | $951K | Sell |
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|
2025
Q2 | $937K | Sell |
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|
2025
Q1 | $797K | Sell |
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|
2024
Q4 | $888K | Buy |
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|
2024
Q3 | $807K | Sell |
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|
2024
Q2 | $704K | Sell |
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|
2024
Q1 | $704K | Sell |
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|
2023
Q4 | $629K | Sell |
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|
2023
Q3 | $636K | Buy |
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|
2023
Q2 | $699K | Buy |
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|
2023
Q1 | $503K | Sell |
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|
2022
Q4 | $453K | Buy |
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|
2022
Q3 | $390K | Buy |
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|
2022
Q2 | $390K | Buy |
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|
2022
Q1 | $486K | Sell |
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|
2021
Q4 | $426K | Buy |
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|
2021
Q3 | $435K | Sell |
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|
2021
Q2 | $438K | Buy |
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|
2021
Q1 | $347K | Sell |
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|
2020
Q4 | $465K | Sell |
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|
2020
Q3 | $390K | Buy |
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|
2020
Q2 | $347K | Buy |
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|
2020
Q1 | $292K | Buy |
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|
2019
Q4 | $410K | Buy |
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|
2019
Q3 | $382K | Buy |
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|
2019
Q2 | $390K | Buy |
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|
2019
Q1 | $324K | Buy |
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|
2018
Q4 | $502K | Buy |
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