Schubert & Co’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 | $591K | Sell |
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|
2025
Q2 | $582K | Buy |
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|
2025
Q1 | $453K | Buy |
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|
2024
Q4 | $491K | Buy |
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|
2024
Q3 | $443K | Buy |
|
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|
2024
Q2 | $370K | Hold |
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|
2024
Q1 | $370K | Buy |
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|
2023
Q4 | $304K | Sell |
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|
2023
Q3 | $247K | Buy |
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|
2023
Q2 | $287K | Buy |
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|
2023
Q1 | $272K | Buy |
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|
2022
Q4 | $242K | Buy |
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|
2022
Q3 | $219K | Buy |
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|
2022
Q2 | $223K | Buy |
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|
2022
Q1 | $296K | Buy |
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|
2021
Q4 | $256K | Buy |
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