SteelPeak Wealth’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 | $7.38M | Buy |
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|
2025
Q2 | $977K | Sell |
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|
2025
Q1 | $979K | Buy |
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|
2024
Q4 | $1.08M | Buy |
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|
2024
Q3 | $795K | Sell |
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|
2024
Q2 | $5.48M | Sell |
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|
2024
Q1 | $5.44M | Buy |
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|
2023
Q4 | $576K | Sell |
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|
2023
Q3 | $500K | Sell |
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|
2023
Q2 | $846K | Buy |
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|
2023
Q1 | $759K | Sell |
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|
2022
Q4 | $701K | Sell |
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|
2022
Q3 | $1.02M | Buy |
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|
2022
Q2 | $819K | Buy |
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|
2022
Q1 | $681K | Sell |
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|
2021
Q4 | $2.08M | Sell |
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|
2021
Q3 | $3.62M | Buy |
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|
2021
Q2 | $764K | Sell |
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|
2021
Q1 | $812K | Buy |
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|
2020
Q4 | $664K | Buy |
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|
2020
Q3 | $381K | Sell |
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|
2020
Q2 | $589K | Sell |
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|
2020
Q1 | $548K | Sell |
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|
2019
Q4 | $818K | Buy |
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