Sage Private Wealth Group’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 | $565K | Sell |
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|
2025
Q1 | $500K | Buy |
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|
2024
Q4 | $549K | Sell |
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|
2024
Q3 | $515K | Sell |
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|
2024
Q2 | $454K | Sell |
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|
2024
Q1 | $522K | Sell |
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|
2023
Q4 | $466K | Buy |
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|
2023
Q3 | $316K | Buy |
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|
2023
Q2 | $361K | Sell |
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|
2023
Q1 | $354K | Sell |
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|
2022
Q4 | $339K | Buy |
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|
2022
Q3 | $309K | Sell |
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|
2022
Q2 | $319K | Sell |
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|
2022
Q1 | $460K | Buy |
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|
2021
Q4 | $400K | Buy |
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|
2021
Q3 | $405K | Sell |
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|
2021
Q2 | $410K | Buy |
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|
2021
Q1 | $350K | Sell |
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|
2020
Q4 | $348K | Buy |
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