TCI Wealth 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
Q3 | $1.57M | Buy |
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|
2025
Q2 | $1.49M | Buy |
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|
2025
Q1 | $1.25M | Buy |
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|
2024
Q4 | $1.37M | Buy |
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|
2024
Q3 | $1.25M | Buy |
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|
2024
Q2 | $1.05M | Sell |
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|
2024
Q1 | $1.06M | Sell |
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|
2023
Q4 | $878K | Sell |
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|
2023
Q3 | $770K | Sell |
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|
2023
Q2 | $935K | Buy |
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|
2023
Q1 | $833K | Buy |
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|
2022
Q4 | $672K | Sell |
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|
2022
Q3 | $621K | Sell |
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|
2022
Q2 | $641K | Sell |
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|
2022
Q1 | $867K | Buy |
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|
2021
Q4 | $731K | Sell |
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|
2021
Q3 | $759K | Buy |
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|
2021
Q2 | $743K | Sell |
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|
2021
Q1 | $656K | Sell |
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|
2020
Q4 | $582K | Buy |
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|
2020
Q3 | $442K | Sell |
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|
2020
Q2 | $424K | Buy |
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|
2020
Q1 | $364K | Sell |
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|
2019
Q4 | $543K | Buy |
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|
2019
Q3 | $502K | Buy |
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|
2019
Q2 | $522K | Sell |
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|
2019
Q1 | $463K | Buy |
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|
2018
Q4 | $400K | Sell |
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|
2018
Q3 | $456K | Hold |
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|
2018
Q2 | $419K | Sell |
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|
2018
Q1 | $400K | Sell |
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|
2017
Q4 | $449K | Buy |
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|
2017
Q3 | $387K | Sell |
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|
2017
Q2 | $361K | Hold |
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|
2017
Q1 | $339K | Buy |
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|
2016
Q4 | $317K | Sell |
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|
2016
Q3 | $284K | Hold |
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|
2016
Q2 | $269K | Sell |
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|
2016
Q1 | $287K | Buy |
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|
2015
Q4 | $315K | Buy |
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|
2015
Q3 | $330K | Hold |
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|
2015
Q2 | $345K | Hold |
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|
2015
Q1 | $347K | Hold |
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|
2014
Q4 | $414K | Buy |
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|
2014
Q3 | $350K | Hold |
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|
2014
Q2 | $379K | Hold |
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|
2014
Q1 | $360K | Sell |
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|
2013
Q4 | $475K | Buy |
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|
2013
Q3 | $302K | Hold |
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|
2013
Q2 | $299K | Buy |
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