SOA Wealth 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 | $2.84M | Buy |
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|
2025
Q2 | $2.68M | Buy |
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|
2025
Q1 | $2.21M | Buy |
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|
2024
Q4 | $2.42M | Buy |
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|
2024
Q3 | $2.18M | Buy |
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|
2024
Q2 | $1.81M | Buy |
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|
2024
Q1 | $1.52M | Buy |
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|
2023
Q4 | $1.21M | Sell |
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|
2023
Q3 | $1.03M | Buy |
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|
2023
Q2 | $1.2M | Sell |
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|
2023
Q1 | $1.14M | Hold |
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|
2022
Q4 | $1.02M | Buy |
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|
2022
Q3 | $931K | Buy |
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|
2022
Q2 | $949K | Sell |
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|
2022
Q1 | $1.33M | Buy |
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|
2021
Q4 | $1.17M | Sell |
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|
2021
Q3 | $1.28M | Buy |
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|
2021
Q2 | $1.27M | Buy |
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|
2021
Q1 | $1.01M | Buy |
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|
2020
Q4 | $902K | Buy |
|