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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
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|
2025
Q4 | $226K | Hold |
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|
2025
Q3 | $209K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $267K | Hold |
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|
2020
Q1 | $240K | Hold |
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|
2019
Q4 | $349K | Sell |
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|
2019
Q3 | $417K | Hold |
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|
2019
Q2 | $435K | Buy |
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|
2019
Q1 | $307K | Hold |
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|
2018
Q4 | $267K | Buy |
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|
2018
Q3 | $249K | Hold |
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|
2018
Q2 | $229K | Hold |
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|
2018
Q1 | $218K | Hold |
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|
2017
Q4 | $232K | Hold |
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|
2017
Q3 | $212K | Sell |
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|
2017
Q2 | $316K | Buy |
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