Relyea Zuckerberg Hanson’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 | $644K | Sell |
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|
2025
Q2 | $775K | Buy |
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|
2025
Q1 | $474K | Sell |
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|
2024
Q4 | $646K | Buy |
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|
2024
Q3 | $578K | Buy |
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|
2024
Q2 | $477K | Buy |
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|
2024
Q1 | $456K | Buy |
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|
2023
Q4 | $369K | Sell |
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|
2023
Q3 | $298K | Buy |
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|
2023
Q2 | $332K | Sell |
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|
2023
Q1 | $336K | Buy |
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|
2022
Q4 | $282K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $210K | Buy |
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