Parisi Gray Wealth Management’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 | $2.12M | Sell |
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|
2025
Q2 | $2.03M | Buy |
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|
2025
Q1 | $1.71M | Buy |
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|
2024
Q4 | $1.89M | Buy |
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|
2024
Q3 | $1.72M | Buy |
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|
2024
Q2 | $1.47M | Buy |
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|
2024
Q1 | $1.44M | Buy |
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|
2023
Q4 | $1.18M | Buy |
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|
2023
Q3 | $939K | Sell |
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|
2023
Q2 | $1.04M | Hold |
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|
2023
Q1 | $1.04M | Buy |
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|
2022
Q4 | $928K | Buy |
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|
2022
Q3 | $845K | Buy |
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|
2022
Q2 | $865K | Buy |
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|
2022
Q1 | $1.16M | Sell |
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|
2021
Q4 | $1.02M | Sell |
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|
2021
Q3 | $1.09M | Buy |
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|
2021
Q2 | $1.03M | Buy |
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|
2021
Q1 | $879K | Buy |
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|
2020
Q4 | $750K | Sell |
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|
2020
Q3 | $627K | Buy |
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|
2020
Q2 | $593K | Sell |
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|
2020
Q1 | $536K | Sell |
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|
2019
Q4 | $784K | Sell |
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|
2019
Q3 | $747K | Buy |
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|
2019
Q2 | $776K | Buy |
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|
2019
Q1 | $663K | Sell |
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|
2018
Q4 | $601K | Sell |
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|
2018
Q3 | $719K | Sell |
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|
2018
Q2 | $672K | Buy |
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|
2018
Q1 | $582K | Sell |
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|
2017
Q4 | $700K | Buy |
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