Spire Wealth Management’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 | $2M | Sell |
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|
2025
Q2 | $1.95M | Sell |
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|
2025
Q1 | $2.1M | Buy |
|
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|
2024
Q4 | $1.06M | Buy |
|
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|
2024
Q3 | $900K | Sell |
|
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|
2024
Q2 | $878K | Sell |
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|
2024
Q1 | $983K | Buy |
|
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|
2023
Q4 | $783K | Buy |
|
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|
2023
Q3 | $606K | Sell |
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|
2023
Q2 | $740K | Buy |
|
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|
2023
Q1 | $669K | Buy |
|
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|
2022
Q4 | $362K | Buy |
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|
2022
Q3 | $226K | Sell |
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|
2022
Q2 | $666K | Sell |
|
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|
2022
Q1 | $2.18M | Buy |
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|
2021
Q4 | $1.49M | Buy |
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|
2021
Q3 | $726K | Buy |
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|
2021
Q2 | $697K | Sell |
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|
2021
Q1 | $1.13M | Buy |
|