Stockman 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
Q2 | $13.2M | Buy |
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|
2025
Q1 | $342K | Sell |
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|
2024
Q4 | $381K | Buy |
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|
2024
Q3 | $344K | Sell |
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|
2024
Q2 | $295K | Hold |
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|
2024
Q1 | $291K | Buy |
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|
2023
Q4 | $238K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $270K | Sell |
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|
2023
Q1 | $276K | Sell |
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|
2022
Q4 | $268K | Sell |
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|
2022
Q3 | $248K | Hold |
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|
2022
Q2 | $254K | Hold |
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|
2022
Q1 | $343K | Hold |
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|
2021
Q4 | $300K | Sell |
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|
2021
Q3 | $312K | Sell |
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|
2021
Q2 | $309K | Sell |
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|
2021
Q1 | $271K | Sell |
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|
2020
Q4 | $368K | Sell |
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|
2020
Q3 | $330K | Sell |
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|
2020
Q2 | $4.32M | Buy |
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|
2020
Q1 | $3.64M | Buy |
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|
2019
Q4 | $4.97M | Sell |
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|
2019
Q3 | $4.73M | Buy |
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|
2019
Q2 | $4.72M | Sell |
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|
2019
Q1 | $4.34M | Sell |
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|
2018
Q4 | $3.84M | Sell |
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|
2018
Q3 | $4.38M | Sell |
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|
2018
Q2 | $4.09M | Buy |
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|
2018
Q1 | $3.89M | Sell |
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|
2017
Q4 | $4.22M | Sell |
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|
2017
Q3 | $4.01M | Buy |
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|
2017
Q2 | $894K | Sell |
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|
2017
Q1 | $3.27M | Buy |
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|
2016
Q4 | $2.88M | Buy |
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|
2016
Q3 | $2.25M | Buy |
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