Strategic 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
Q3
$209K Buy
2020
Q3
Sell
2020
Q2
$267K Hold
2020
Q1
$240K Hold
2019
Q4
$349K Sell
2019
Q3
$417K Hold
2019
Q2
$435K Buy
2019
Q1
$307K Hold
2018
Q4
$267K Buy
2018
Q3
$249K Hold
2018
Q2
$229K Hold
2018
Q1
$218K Hold
2017
Q4
$232K Hold
2017
Q3
$212K Sell
2017
Q2
$316K Buy