Schechter Investment 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
Q1 | $3.28M | Sell |
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|
2024
Q4 | $4.16M | Sell |
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|
2024
Q3 | $3.93M | Sell |
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|
2024
Q2 | $3.46M | Buy |
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|
2024
Q1 | $3.33M | Buy |
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|
2023
Q4 | $2.29M | Buy |
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|
2023
Q3 | $1.77M | Buy |
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|
2023
Q2 | $1.79M | Sell |
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|
2023
Q1 | $1.75M | Buy |
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|
2022
Q4 | $1.55M | Buy |
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|
2022
Q3 | $1.22M | Sell |
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|
2022
Q2 | $1.41M | Sell |
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|
2022
Q1 | $2.02M | Buy |
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|
2021
Q4 | $1.7M | Buy |
|