Sterling Investment Advisors (Pennsylvania)’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 | $597K | Hold |
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|
2025
Q1 | $504K | Buy |
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|
2024
Q4 | $480K | Buy |
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|
2024
Q3 | $439K | Hold |
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|
2024
Q2 | $375K | Hold |
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|
2024
Q1 | $368K | Buy |
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|
2023
Q4 | $303K | Hold |
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|
2023
Q3 | $241K | Buy |
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|
2023
Q2 | $282K | Hold |
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|
2023
Q1 | $267K | Sell |
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|
2022
Q4 | $260K | Buy |
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|
2022
Q3 | $229K | Hold |
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|
2022
Q2 | $236K | Hold |
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|
2022
Q1 | $318K | Hold |
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|
2021
Q4 | $278K | Buy |
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|
2021
Q3 | $251K | Sell |
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|
2021
Q2 | $250K | Buy |
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|
2021
Q1 | $212K | Hold |
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|
2020
Q4 | $181K | Hold |
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|
2020
Q3 | $150K | Hold |
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|
2020
Q2 | $142K | Hold |
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|
2020
Q1 | $128K | Hold |
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|
2019
Q4 | $186K | Hold |
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|
2019
Q3 | $177K | Hold |
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|
2019
Q2 | $185K | Hold |
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|
2019
Q1 | $164K | Hold |
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|
2018
Q4 | $142K | Hold |
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|
2018
Q3 | $160K | Hold |
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|
2018
Q2 | $147K | Hold |
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|
2018
Q1 | $140K | Hold |
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|
2017
Q4 | $149K | Hold |
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|
2017
Q3 | $136K | Hold |
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|
2017
Q2 | $126K | Hold |
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|
2017
Q1 | $119K | Hold |
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|
2016
Q4 | $111K | Buy |
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