Stonegate Investment Group’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 | $14.9M | Buy |
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|
2025
Q2 | $10.1M | Buy |
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|
2025
Q1 | $476K | Sell |
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|
2024
Q4 | $545K | Sell |
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|
2024
Q3 | $770K | Sell |
|
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|
2024
Q2 | $2.57M | Sell |
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|
2024
Q1 | $4.93M | Sell |
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|
2023
Q4 | $4.08M | Sell |
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|
2023
Q3 | $3.39M | Sell |
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|
2023
Q2 | $4.16M | Buy |
|
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|
2023
Q1 | $3.92M | Sell |
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|
2022
Q4 | $4.29M | Sell |
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|
2022
Q3 | $4.01M | Sell |
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|
2022
Q2 | $4.14M | Sell |
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|
2022
Q1 | $5.66M | Sell |
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|
2021
Q4 | $6.95M | Buy |
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