TCV Trust & Wealth Management’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 | $976K | Buy |
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|
2025
Q1 | $370K | Sell |
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|
2024
Q4 | $440K | Hold |
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|
2024
Q3 | $402K | Sell |
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|
2024
Q2 | $366K | Sell |
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|
2024
Q1 | $390K | Hold |
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|
2023
Q4 | $321K | Sell |
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|
2023
Q3 | $260K | Hold |
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|
2023
Q2 | $304K | Hold |
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|
2023
Q1 | $288K | Buy |
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|
2022
Q4 | $223K | Sell |
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|
2022
Q3 | $206K | Sell |
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|
2022
Q2 | $250K | Buy |
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|
2022
Q1 | $282K | Hold |
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|
2021
Q4 | $246K | Sell |
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|
2021
Q3 | $258K | Buy |
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|
2021
Q2 | $238K | Hold |
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|
2021
Q1 | $205K | Sell |
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|
2020
Q4 | $218K | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $266K | Sell |
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|
2015
Q3 | $321K | Hold |
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|
2015
Q2 | $337K | Sell |
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|
2015
Q1 | $340K | Hold |
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|
2014
Q4 | $405K | Hold |
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|
2014
Q3 | $381K | Sell |
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|
2014
Q2 | $430K | Buy |
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|
2014
Q1 | $388K | Buy |
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|
2013
Q4 | $373K | Hold |
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|
2013
Q3 | $311K | Hold |
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|
2013
Q2 | $307K | Buy |
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