Sound View Wealth Advisors 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
Q2 | $4.2M | Buy |
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|
2025
Q1 | $3.02M | Sell |
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|
2024
Q4 | $3.48M | Sell |
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|
2024
Q3 | $4.29M | Buy |
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|
2024
Q2 | $2.94M | Sell |
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|
2024
Q1 | $2.91M | Sell |
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|
2023
Q4 | $2.76M | Buy |
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|
2023
Q3 | $1.95M | Buy |
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|
2023
Q2 | $1.88M | Buy |
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|
2023
Q1 | $1.76M | Sell |
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|
2022
Q4 | $2.76M | Buy |
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|
2022
Q3 | $762K | Buy |
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|
2022
Q2 | $561K | Sell |
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|
2022
Q1 | $758K | Buy |
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|
2021
Q4 | $662K | Buy |
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|
2021
Q3 | $656K | Sell |
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|
2021
Q2 | $686K | Sell |
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|
2021
Q1 | $643K | Sell |
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|
2020
Q4 | $573K | Sell |
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|
2020
Q3 | $731K | Buy |
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|
2020
Q2 | $576K | Sell |
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|
2020
Q1 | $643K | Buy |
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|
2019
Q4 | $870K | Buy |
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|
2019
Q3 | $775K | Buy |
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|
2019
Q2 | $730K | Buy |
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