Prestige Wealth Management 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
Q2 | $218K | Hold |
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|
2025
Q1 | $183K | Hold |
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|
2024
Q4 | $202K | Hold |
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|
2024
Q3 | $185K | Sell |
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|
2024
Q2 | $490K | Buy |
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|
2024
Q1 | $155K | Sell |
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|
2023
Q4 | $462K | Buy |
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|
2023
Q3 | $338K | Buy |
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|
2023
Q2 | $119K | Hold |
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|
2023
Q1 | $112K | Sell |
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|
2022
Q4 | $106K | Buy |
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|
2022
Q3 | $91K | Sell |
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|
2022
Q2 | $103K | Sell |
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|
2022
Q1 | $162K | Buy |
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|
2021
Q4 | $141K | Hold |
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|
2021
Q3 | $145K | Hold |
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|
2021
Q2 | $142K | Sell |
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|
2021
Q1 | $130K | Hold |
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|
2020
Q4 | $111K | Sell |
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|
2020
Q3 | $97K | Sell |
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|
2020
Q2 | $225K | Buy |
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|
2020
Q1 | $173K | Buy |
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|
2019
Q4 | $21K | Hold |
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|
2019
Q3 | $20K | Sell |
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|
2019
Q2 | $49K | Buy |
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|
2019
Q1 | $26K | Sell |
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|
2018
Q4 | $61K | Buy |
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