Sequoia Financial 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
Q3 | $18.4M | Buy |
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|
2025
Q2 | $17.6M | Buy |
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|
2025
Q1 | $14M | Buy |
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|
2024
Q4 | $7.56M | Buy |
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|
2024
Q3 | $5.85M | Buy |
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|
2024
Q2 | $2.91M | Buy |
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|
2024
Q1 | $2.76M | Sell |
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|
2023
Q4 | $2.78M | Buy |
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|
2023
Q3 | $1.6M | Sell |
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|
2023
Q2 | $1.86M | Sell |
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|
2023
Q1 | $1.88M | Buy |
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|
2022
Q4 | $1.34M | Buy |
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|
2022
Q3 | $743K | Sell |
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|
2022
Q2 | $1.05M | Sell |
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|
2022
Q1 | $1.59M | Buy |
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|
2021
Q4 | $1.14M | Buy |
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|
2021
Q3 | $469K | Sell |
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|
2021
Q2 | $888K | Buy |
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|
2021
Q1 | $707K | Buy |
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|
2020
Q4 | $603K | Buy |
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|
2020
Q3 | $477K | Sell |
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|
2020
Q2 | $595K | Buy |
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|
2020
Q1 | $402K | Sell |
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|
2019
Q4 | $5.64M | Buy |
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|
2019
Q3 | $5.28M | Sell |
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|
2019
Q2 | $5.99M | Sell |
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|
2019
Q1 | $5.35M | Buy |
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|
2018
Q4 | $4.62M | Buy |
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|
2018
Q3 | $2.85M | Buy |
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|
2018
Q2 | $2.58M | Buy |
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|
2018
Q1 | $447K | Sell |
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|
2017
Q4 | $503K | Buy |
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|
2017
Q3 | $334K | Buy |
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|
2017
Q2 | $289K | Sell |
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|
2017
Q1 | $280K | Sell |
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|
2016
Q4 | $524K | Sell |
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|
2016
Q3 | $477K | Sell |
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|
2016
Q2 | $490K | Buy |
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