Sunbelt Securities’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 | $742K | Buy |
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|
2025
Q1 | $664K | Sell |
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|
2024
Q4 | $743K | Buy |
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|
2024
Q3 | $614K | Buy |
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|
2024
Q2 | $450K | Sell |
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|
2024
Q1 | $442K | Buy |
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|
2023
Q4 | $265K | Sell |
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|
2023
Q3 | $250K | Buy |
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|
2023
Q2 | $226K | Buy |
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|
2023
Q1 | $193K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $254K | Sell |
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|
2021
Q4 | $293K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $1.71M | Buy |
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|
2019
Q3 | $1.6M | Buy |
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