Probity 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 | – | Sell |
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|
2025
Q1 | $204K | Sell |
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|
2024
Q4 | $267K | Sell |
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|
2024
Q3 | $286K | Sell |
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|
2024
Q2 | $249K | Sell |
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|
2024
Q1 | $245K | Sell |
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|
2023
Q4 | $204K | Sell |
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|
2023
Q3 | $209K | Sell |
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|
2023
Q2 | $245K | Buy |
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|
2022
Q4 | $208K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $209K | Sell |
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|
2022
Q1 | $284K | Sell |
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|
2021
Q4 | $262K | Sell |
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|
2021
Q3 | $302K | Sell |
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|
2021
Q2 | $319K | Sell |
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|
2021
Q1 | $287K | Buy |
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|
2020
Q3 | $223K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $303K | Sell |
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|
2019
Q3 | $299K | Buy |
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|
2019
Q2 | $307K | Sell |
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|
2019
Q1 | $272K | Sell |
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|
2018
Q4 | $238K | Sell |
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|
2018
Q3 | $310K | Sell |
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|
2018
Q2 | $294K | Sell |
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|
2018
Q1 | $280K | Buy |
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|
2017
Q4 | $233K | Buy |
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|
2017
Q3 | $211K | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $210K | Buy |
|