Southeast Asset 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 | $413K | Buy |
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|
2025
Q1 | $344K | Buy |
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|
2024
Q4 | $378K | Buy |
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|
2024
Q3 | $345K | Buy |
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|
2024
Q2 | $294K | Buy |
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|
2024
Q1 | $289K | Buy |
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|
2023
Q4 | $237K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $254K | Buy |
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|
2023
Q1 | $240K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $233K | Buy |
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|
2021
Q4 | $203K | Sell |
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|
2021
Q3 | $209K | Buy |
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|
2021
Q2 | $205K | Buy |
|