Regal Investment 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 | $346K | Buy |
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|
2025
Q1 | – | Sell |
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|
2024
Q4 | $291K | Sell |
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|
2024
Q3 | $337K | Sell |
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|
2024
Q2 | $380K | Buy |
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|
2024
Q1 | $347K | Sell |
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|
2023
Q4 | $324K | Sell |
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|
2023
Q3 | $304K | Buy |
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|
2023
Q2 | $266K | Buy |
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|
2023
Q1 | $210K | Sell |
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|
2022
Q4 | $201K | Sell |
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|
2022
Q3 | $227K | Buy |
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|
2022
Q2 | $212K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $1.79M | Sell |
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|
2018
Q1 | $2.08M | Sell |
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|
2017
Q4 | $2.24M | Sell |
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|
2017
Q3 | $2.1M | Sell |
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|
2017
Q2 | $2.21M | Buy |
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|
2013
Q4 | – | Sell |
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|
2013
Q3 | $8K | Sell |
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|
2013
Q2 | $19K | Buy |
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