Tacita Capital’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 | $92.5K | Hold |
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|
2025
Q1 | $78K | Hold |
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|
2024
Q4 | $86.1K | Sell |
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|
2024
Q3 | $119K | Hold |
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|
2024
Q2 | $102K | Hold |
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|
2024
Q1 | $100K | Buy |
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|
2023
Q4 | $67.4K | Hold |
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|
2023
Q3 | $53.7K | Hold |
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|
2023
Q2 | $63K | Hold |
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|
2023
Q1 | $59K | Hold |
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|
2022
Q4 | $53K | Hold |
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|
2022
Q3 | $49K | Hold |
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|
2022
Q2 | $50K | Hold |
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|
2022
Q1 | $67K | Hold |
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|
2021
Q4 | $59K | Buy |
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|
2021
Q3 | $17K | Hold |
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|
2021
Q2 | $17K | Sell |
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|
2021
Q1 | $94K | Hold |
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|
2020
Q4 | $80K | Buy |
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