TFC Financial 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 | $271K | Hold |
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|
2025
Q1 | $228K | Sell |
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|
2024
Q4 | $274K | Sell |
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|
2024
Q3 | $279K | Buy |
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|
2024
Q2 | $140K | Hold |
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|
2024
Q1 | $138K | Buy |
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|
2023
Q4 | $113K | Sell |
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|
2023
Q3 | $89.8K | Sell |
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|
2023
Q2 | $105K | Buy |
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|
2023
Q1 | $98.8K | Buy |
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|
2022
Q4 | $87.3K | Hold |
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|
2022
Q3 | $80K | Hold |
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|
2022
Q2 | $82K | Hold |
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|
2022
Q1 | $111K | Hold |
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|
2021
Q4 | $97K | Sell |
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|
2021
Q3 | $200K | Hold |
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|
2021
Q2 | $197K | Sell |
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|
2021
Q1 | $172K | Hold |
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|
2020
Q4 | $147K | Hold |
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|
2020
Q3 | $122K | Buy |
|