Basepoint Wealth LLC’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 | $903K | Sell |
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|
2025
Q1 | $772K | Sell |
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|
2024
Q4 | $909K | Sell |
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|
2024
Q3 | $913K | Buy |
|
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|
2024
Q2 | $744K | Sell |
|
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|
2024
Q1 | $863K | Sell |
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|
2023
Q4 | $803K | Sell |
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|
2023
Q3 | $651K | Buy |
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|
2023
Q2 | $745K | Buy |
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|
2023
Q1 | $704K | Sell |
|
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|
2022
Q4 | $631K | Sell |
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|
2022
Q3 | $589K | Sell |
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|
2022
Q2 | $612K | Sell |
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|
2022
Q1 | $875K | Sell |
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|
2021
Q4 | $786K | Buy |
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