Summit Trail 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 | $7.87M | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $3.23M | Buy |
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|
2024
Q2 | $2.52M | Sell |
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|
2024
Q1 | $2.51M | Buy |
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|
2023
Q4 | $1.45M | Buy |
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|
2023
Q3 | $1.09M | Sell |
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|
2023
Q2 | $1.34M | Buy |
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|
2023
Q1 | $973K | Buy |
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|
2022
Q4 | $759K | Buy |
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|
2022
Q3 | $586K | Buy |
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|
2022
Q2 | $595K | Buy |
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|
2022
Q1 | $448K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $722K | Sell |
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|
2018
Q3 | $1M | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $347K | Buy |
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|
2017
Q4 | $308K | Buy |
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