Patton Albertson Miller Group’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 | $610K | Buy |
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|
2025
Q2 | $256K | Buy |
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|
2025
Q1 | $206K | Sell |
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|
2024
Q4 | $253K | Sell |
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|
2024
Q3 | $270K | Sell |
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|
2024
Q2 | $257K | Buy |
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|
2024
Q1 | $201K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $278K | Sell |
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|
2022
Q4 | $258K | Sell |
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|
2022
Q3 | $263K | Sell |
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|
2022
Q2 | $280K | Sell |
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|
2022
Q1 | $424K | Sell |
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|
2021
Q4 | $372K | Sell |
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|
2021
Q3 | $405K | Buy |
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|
2021
Q2 | $256K | Sell |
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|
2021
Q1 | $250K | Sell |
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|
2020
Q4 | $269K | Sell |
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|
2020
Q3 | $211K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $421K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $4K | Buy |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $291K | Sell |
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|
2015
Q2 | $570K | Sell |
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|
2015
Q1 | $593K | Buy |
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