Summit Securities 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 | $185K | Buy |
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|
2025
Q2 | $11.5K | Buy |
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|
2024
Q1 | – | Hold |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $104K | Sell |
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|
2023
Q2 | $186K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $360K | Sell |
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|
2022
Q3 | $848K | Buy |
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|
2022
Q2 | $812K | Buy |
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|
2022
Q1 | $206K | Sell |
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|
2021
Q4 | $687K | Sell |
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|
2021
Q3 | $2.16M | Sell |
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|
2021
Q2 | $2.23M | Buy |
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|
2021
Q1 | $849K | Buy |
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|
2020
Q4 | $254K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $1.25M | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $973K | Buy |
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|
2017
Q3 | $362K | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $328K | Buy |
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|
2015
Q3 | – | Sell |
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|
2015
Q2 | $319K | Buy |
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|
2015
Q1 | $31K | Sell |
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|
2014
Q4 | $158K | Sell |
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|
2014
Q3 | $692K | Buy |
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|
2014
Q1 | – | Sell |
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|
2013
Q4 | $200K | Sell |
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|
2013
Q3 | $325K | Buy |
|