SlateStone Wealth’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
Q4 | $296K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $383K | Sell |
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|
2020
Q3 | $415K | Sell |
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|
2020
Q2 | $401K | Buy |
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|
2020
Q1 | $277K | Sell |
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|
2019
Q4 | $1.88M | Buy |
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|
2019
Q3 | $1.48M | Buy |
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|
2019
Q2 | $1.27M | Sell |
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|
2019
Q1 | $1.13M | Buy |
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|
2018
Q4 | $811K | Buy |
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