Sheets Smith 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
Q3 | $306K | Buy |
|
|||||
|
2025
Q2 | $278K | Buy |
|
|||||
|
2025
Q1 | $228K | Hold |
|
|||||
|
2024
Q4 | $252K | Buy |
|
|||||
|
2024
Q3 | $230K | Buy |
|
|||||
|
2023
Q2 | – | Sell |
|
|||||
|
2023
Q1 | $448K | Buy |
|
|||||
|
2020
Q1 | – | Sell |
|
|||||
|
2019
Q4 | $619K | Sell |
|
|||||
|
2019
Q3 | $623K | Sell |
|
|||||
|
2019
Q2 | $651K | Sell |
|
|||||
|
2019
Q1 | $588K | Sell |
|
|||||
|
2018
Q4 | $515K | Sell |
|
|||||
|
2018
Q3 | $593K | Sell |
|
|||||
|
2018
Q2 | $572K | Buy |
|
|||||
|
2018
Q1 | $538K | Sell |
|
|||||
|
2017
Q4 | $649K | Buy |
|
|||||
|
2017
Q3 | $589K | Buy |
|
|||||
|
2017
Q2 | $546K | Buy |
|
|||||
|
2017
Q1 | $511K | Buy |
|
|||||
|
2016
Q4 | $466K | Buy |
|
|||||
|
2016
Q3 | $376K | Buy |
|