Stonehage Fleming Financial Services’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
Q1 | – | Sell |
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|
2024
Q4 | $208K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $301K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $239K | Hold |
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|
2022
Q1 | $322K | Hold |
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|
2021
Q4 | $282K | Hold |
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|
2021
Q3 | $289K | Sell |
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|
2021
Q2 | $450K | Hold |
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|
2021
Q1 | $385K | Hold |
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|
2020
Q4 | $330K | Hold |
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|
2020
Q3 | $273K | Buy |
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|
2020
Q2 | $95K | Hold |
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|
2020
Q1 | $86K | Hold |
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|
2019
Q4 | $124K | Hold |
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|
2019
Q3 | $118K | Hold |
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|
2019
Q2 | $123K | Hold |
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|
2019
Q1 | $109 | Hold |
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|
2018
Q4 | $95K | Hold |
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|
2018
Q3 | $106K | Hold |
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|
2018
Q2 | $98K | Hold |
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|
2018
Q1 | $93K | Hold |
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|
2017
Q4 | $113K | Hold |
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|
2017
Q3 | $113K | Sell |
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|
2017
Q2 | $1.46M | Buy |
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|
2017
Q1 | $79K | Hold |
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|
2016
Q4 | $64K | Hold |
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|
2016
Q3 | $64K | Hold |
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|
2016
Q2 | $61K | Hold |
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|
2016
Q1 | $113K | Buy |
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