Signature Wealth Management Partners’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 | $647K | Buy |
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|
2025
Q1 | $541K | Sell |
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|
2024
Q4 | $634K | Sell |
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|
2024
Q3 | $589K | Hold |
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|
2024
Q2 | $503K | Hold |
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|
2024
Q1 | $494K | Hold |
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|
2023
Q4 | $407K | Hold |
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|
2023
Q3 | $324K | Hold |
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|
2023
Q2 | $378K | Buy |
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|
2023
Q1 | $313K | Hold |
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|
2022
Q4 | $280K | Hold |
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|
2022
Q3 | $256K | Hold |
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|
2022
Q2 | $263K | Hold |
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|
2022
Q1 | $355K | Sell |
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|
2021
Q4 | $474K | Hold |
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|
2021
Q3 | $485K | Sell |
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|
2021
Q2 | $512K | Hold |
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|
2021
Q1 | $438K | Hold |
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|
2020
Q4 | $374K | Buy |
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