Soltis Investment 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
Q2 | $1.17M | Buy |
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|
2025
Q1 | $593K | Buy |
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|
2024
Q4 | $646K | Sell |
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|
2024
Q3 | $631K | Buy |
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|
2024
Q2 | $441K | Buy |
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|
2024
Q1 | $393K | Buy |
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|
2023
Q4 | $323K | Buy |
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|
2023
Q3 | $247K | Sell |
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|
2023
Q2 | $428K | Buy |
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|
2023
Q1 | $227K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $227K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $202K | Buy |
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