SeaCrest Wealth Management’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 | $1.1M | Buy |
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|
2025
Q1 | $862K | Sell |
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|
2024
Q4 | $976K | Buy |
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|
2024
Q3 | $891K | Buy |
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|
2024
Q2 | $749K | Buy |
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|
2024
Q1 | $686K | Sell |
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|
2023
Q4 | $688K | Sell |
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|
2023
Q3 | $551K | Sell |
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|
2023
Q2 | $750K | Buy |
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|
2023
Q1 | $691K | Buy |
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|
2022
Q4 | $582K | Buy |
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|
2022
Q3 | $531K | Buy |
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|
2022
Q2 | $510K | Sell |
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|
2022
Q1 | $703K | Buy |
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|
2021
Q4 | $602K | Sell |
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|
2021
Q3 | $631K | Buy |
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|
2021
Q2 | $568K | Sell |
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|
2021
Q1 | $1.26M | Buy |
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|
2020
Q4 | $365K | Sell |
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|
2020
Q3 | $369K | Buy |
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|
2020
Q2 | $343K | Buy |
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|
2020
Q1 | $284K | Sell |
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|
2019
Q4 | $419K | Sell |
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|
2019
Q3 | $432K | Buy |
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|
2019
Q2 | $431K | Buy |
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|
2019
Q1 | $379K | Sell |
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|
2018
Q4 | $334K | Buy |
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|
2018
Q3 | $298K | Sell |
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|
2018
Q2 | $329K | Buy |
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|
2018
Q1 | $290K | Buy |
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|
2017
Q4 | $309K | Buy |
|