Regent Peak Wealth 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
Q3 | $407K | Buy |
|
|||||
|
2025
Q1 | $322K | Sell |
|
|||||
|
2024
Q4 | $356K | Buy |
|
|||||
|
2024
Q3 | $319K | Buy |
|
|||||
|
2024
Q2 | $267K | Buy |
|
|||||
|
2024
Q1 | $262K | Sell |
|
|||||
|
2023
Q4 | $225K | Buy |
|
|||||
|
2023
Q3 | – | Sell |
|
|||||
|
2023
Q2 | $244K | Sell |
|
|||||
|
2023
Q1 | $253K | Sell |
|
|||||
|
2022
Q4 | $1.74M | Buy |
|
|||||
|
2022
Q3 | $1.34M | Buy |
|
|||||
|
2021
Q1 | – | Sell |
|
|||||
|
2020
Q4 | $84K | Buy |
|