Strategic Investment Advisors’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 | $1.26M | Sell |
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|
2025
Q1 | $1.28M | Sell |
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|
2024
Q4 | $1.52M | Sell |
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|
2024
Q3 | $1.48M | Sell |
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|
2024
Q2 | $1.31M | Sell |
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|
2024
Q1 | $1.32M | Sell |
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|
2023
Q4 | $1.16M | Sell |
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|
2023
Q3 | $1.14M | Sell |
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|
2023
Q2 | $1.49M | Sell |
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|
2023
Q1 | $1.43M | Sell |
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|
2022
Q4 | $1.34M | Buy |
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|
2022
Q3 | $1.16M | Buy |
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|
2022
Q2 | $1.17M | Buy |
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|
2022
Q1 | $1.43M | Buy |
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|
2021
Q4 | $1.14M | Buy |
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|
2021
Q3 | $1.06M | Buy |
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|
2021
Q2 | $685K | Buy |
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|
2021
Q1 | $413K | Buy |
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|
2020
Q4 | $240K | Sell |
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|
2020
Q3 | $337K | Buy |
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|
2020
Q2 | $258K | Buy |
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|
2020
Q1 | $225K | Hold |
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|
2019
Q4 | $327K | Buy |
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|
2019
Q3 | $263K | Buy |
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|
2019
Q2 | $257K | Buy |
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|
2019
Q1 | $203K | Buy |
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