Signature Wealth Management Group’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 | $2.89M | Sell |
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|
2025
Q2 | $2.81M | Sell |
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|
2025
Q1 | $2.39M | Sell |
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|
2024
Q4 | $2.67M | Buy |
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|
2024
Q3 | $2.38M | Buy |
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|
2024
Q2 | $2.03M | Sell |
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|
2024
Q1 | $2.08M | Buy |
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|
2023
Q4 | $1.67M | Buy |
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|
2023
Q2 | $1.29M | Sell |
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|
2023
Q1 | $1.25M | Sell |
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|
2022
Q4 | $1.69M | Sell |
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|
2022
Q3 | $1.8M | Sell |
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|
2022
Q2 | $1.89M | Buy |
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|
2022
Q1 | $2.44M | Sell |
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|
2021
Q4 | $2.22M | Buy |
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|
2021
Q3 | $2.06M | Buy |
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|
2021
Q2 | $1.78M | Buy |
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|
2021
Q1 | $1.51M | Buy |
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|
2020
Q4 | $1.24M | Buy |
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|
2020
Q3 | $929K | Buy |
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|
2020
Q2 | $848K | Buy |
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|
2020
Q1 | $629K | Buy |
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|
2019
Q4 | $885K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $132K | Sell |
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|
2018
Q2 | $554K | Buy |
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|
2018
Q1 | $496K | Buy |
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|
2017
Q4 | $503K | Buy |
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