Sage Mountain 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 | $1.61M | Buy |
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|
2025
Q1 | $1.18M | Sell |
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|
2024
Q4 | $1.31M | Buy |
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|
2024
Q3 | $983K | Buy |
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|
2024
Q2 | $795K | Buy |
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|
2024
Q1 | $612K | Buy |
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|
2023
Q4 | $494K | Sell |
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|
2023
Q3 | $415K | Buy |
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|
2023
Q2 | $406K | Buy |
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|
2023
Q1 | $316K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $390K | Sell |
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|
2021
Q3 | $425K | Hold |
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|
2021
Q2 | $419K | Buy |
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|
2021
Q1 | $342K | Buy |
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