Retirement Planning Company of New England’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 | $270K | Buy |
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|
2025
Q2 | $259K | Buy |
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|
2025
Q1 | $218K | Buy |
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|
2024
Q4 | $240K | Sell |
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|
2024
Q3 | $226K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $385K | Sell |
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|
2023
Q3 | $307K | Buy |
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|
2023
Q2 | $295K | Sell |
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|
2023
Q1 | $279K | Sell |
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|
2022
Q4 | $256K | Buy |
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|
2022
Q3 | $213K | Buy |
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|
2022
Q2 | $213K | Hold |
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|
2022
Q1 | $287K | Sell |
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|
2021
Q4 | $253K | Buy |
|