Patriot Financial Group Insurance Agency’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 | $595K | Buy |
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|
2025
Q2 | $526K | Hold |
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|
2025
Q1 | $444K | Sell |
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|
2024
Q4 | $667K | Sell |
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|
2024
Q3 | $625K | Sell |
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|
2024
Q2 | $591K | Sell |
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|
2024
Q1 | $603K | Buy |
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|
2023
Q4 | $476K | Sell |
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|
2023
Q3 | $469K | Sell |
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|
2023
Q2 | $578K | Sell |
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|
2023
Q1 | $584K | Buy |
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|
2022
Q4 | $477K | Buy |
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|
2022
Q3 | $415K | Buy |
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|
2022
Q2 | $410K | Buy |
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|
2022
Q1 | $536K | Sell |
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|
2021
Q4 | $535K | Buy |
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|
2021
Q3 | $487K | Buy |
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|
2021
Q2 | $473K | Buy |
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|
2021
Q1 | $325K | Buy |
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|
2020
Q4 | $260K | Buy |
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|
2020
Q3 | $208K | Buy |
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|
2020
Q2 | $187K | Sell |
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|
2020
Q1 | $179K | Buy |
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|
2019
Q4 | $91K | Buy |
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|
2019
Q3 | $72K | Buy |
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|
2019
Q2 | $76K | Buy |
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|
2019
Q1 | $67K | Sell |
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|
2018
Q4 | $75K | Buy |
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|
2018
Q3 | $46K | Buy |
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|
2018
Q2 | $18K | Sell |
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|
2018
Q1 | $29K | Buy |
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|
2017
Q4 | $32K | Buy |
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|
2017
Q3 | $23K | Sell |
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|
2017
Q2 | $21K | Buy |
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|
2017
Q1 | $18K | Hold |
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|
2016
Q4 | $18K | Buy |
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