Quantum Private Wealth’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 | $699K | Hold |
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|
2025
Q1 | $589K | Sell |
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|
2024
Q4 | $665K | Hold |
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|
2024
Q3 | $607K | Hold |
|
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|
2024
Q2 | $519K | Hold |
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|
2024
Q1 | $510K | Hold |
|
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|
2023
Q4 | $420K | Hold |
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|
2023
Q3 | $334K | Hold |
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|
2023
Q2 | $390K | Hold |
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|
2023
Q1 | $369K | Hold |
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|
2022
Q4 | $331K | Hold |
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|
2022
Q3 | $302K | Hold |
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|
2022
Q2 | $310K | Hold |
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|
2022
Q1 | $418K | Hold |
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|
2021
Q4 | $366K | Buy |
|