Perennial Investment 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
Q2 | $689K | Buy |
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|
2025
Q1 | $559K | Buy |
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|
2024
Q4 | $587K | Buy |
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|
2024
Q3 | $402K | Sell |
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|
2024
Q2 | $347K | Buy |
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|
2024
Q1 | $337K | Sell |
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|
2023
Q4 | $281K | Buy |
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|
2023
Q3 | $219K | Sell |
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|
2023
Q2 | $263K | Sell |
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|
2023
Q1 | $251K | Buy |
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|
2022
Q4 | $211K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $253K | Sell |
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|
2021
Q4 | $294K | Sell |
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|
2021
Q3 | $317K | Buy |
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|
2021
Q2 | $311K | Sell |
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|
2021
Q1 | $279K | Buy |
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