Steward Partners Investment Advisory’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 | $24.5M | Buy |
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|
2025
Q1 | $19.7M | Buy |
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|
2024
Q4 | $21.2M | Sell |
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|
2024
Q3 | $35M | Buy |
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|
2024
Q2 | $23.5M | Buy |
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|
2024
Q1 | $22M | Sell |
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|
2023
Q4 | $18.9M | Buy |
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|
2023
Q3 | $14.7M | Sell |
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|
2023
Q2 | $18.4M | Buy |
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|
2023
Q1 | $17.4M | Buy |
|
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|
2022
Q4 | $15.2M | Buy |
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|
2022
Q3 | $13.4M | Sell |
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|
2022
Q2 | $14.1M | Buy |
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|
2022
Q1 | $18.7M | Buy |
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|
2021
Q4 | $14.4M | Sell |
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|
2021
Q3 | $14.8M | Sell |
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|
2021
Q2 | $14.9M | Sell |
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|
2021
Q1 | $13.6M | Sell |
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|
2020
Q4 | $12M | Sell |
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|
2020
Q3 | $10.2M | Buy |
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|
2020
Q2 | $8.59M | Buy |
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|
2020
Q1 | $6.62M | Buy |
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|
2019
Q4 | $9.22M | Buy |
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|
2019
Q3 | $8.72M | Buy |
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|
2019
Q2 | $8.96M | Sell |
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|
2019
Q1 | $7.99M | Sell |
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|
2018
Q4 | $7.08M | Buy |
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|
2018
Q3 | $7.68M | Buy |
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|
2018
Q2 | $6.79M | Buy |
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|
2018
Q1 | $6.36M | Buy |
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|
2017
Q4 | $4.27M | Buy |
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|
2017
Q3 | $3.89M | Buy |
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|
2017
Q2 | $3.61M | Sell |
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|
2017
Q1 | $4M | Buy |
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|
2016
Q4 | $404K | Buy |
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