Plante Moran Financial 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 | $268K | Hold |
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|
2025
Q1 | $226K | Hold |
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|
2024
Q4 | $249K | Sell |
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|
2024
Q3 | $446K | Buy |
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|
2024
Q2 | $310K | Sell |
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|
2024
Q1 | $315K | Buy |
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|
2023
Q4 | $252K | Buy |
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|
2023
Q3 | $186K | Buy |
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|
2023
Q2 | $210K | Buy |
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|
2023
Q1 | $116K | Buy |
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|
2022
Q4 | $83K | Buy |
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|
2022
Q3 | $68K | Buy |
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|
2022
Q2 | $56K | Sell |
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|
2022
Q1 | $108K | Sell |
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|
2021
Q4 | $101K | Sell |
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|
2021
Q3 | $133K | Buy |
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|
2021
Q2 | $107K | Buy |
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|
2021
Q1 | $41K | Sell |
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|
2020
Q4 | $106K | Buy |
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|
2020
Q3 | $84K | Buy |
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|
2020
Q2 | $79K | Sell |
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|
2020
Q1 | $75K | Sell |
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|
2019
Q4 | $150K | Sell |
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|
2019
Q3 | $161K | Sell |
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|
2019
Q2 | $183K | Buy |
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|
2019
Q1 | $150K | Buy |
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|
2018
Q4 | $122K | Buy |
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|
2018
Q3 | $69K | Sell |
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|
2018
Q2 | $65K | Sell |
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|
2018
Q1 | $67K | Buy |
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|
2017
Q4 | $64K | Sell |
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|
2017
Q3 | $59K | Hold |
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|
2017
Q2 | $55K | Sell |
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|
2017
Q1 | $65K | Sell |
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|
2016
Q4 | $139K | Buy |
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|
2016
Q3 | $77K | Buy |
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|
2016
Q2 | $56K | Buy |
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|
2016
Q1 | $54K | Sell |
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|
2015
Q4 | $110K | Buy |
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|
2015
Q3 | $101K | Sell |
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|
2015
Q2 | $159K | Buy |
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|
2015
Q1 | $124K | Buy |
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|
2014
Q4 | $140K | Buy |
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|
2014
Q3 | $96K | Hold |
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|
2014
Q2 | $105K | Buy |
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|
2014
Q1 | $82K | Sell |
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|
2013
Q4 | $146K | Buy |
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|
2013
Q3 | $93K | Buy |
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|
2013
Q2 | $68K | Buy |
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