Transamerica Financial 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
Q2 | $793 | Hold |
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|
2025
Q1 | $1K | Hold |
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|
2024
Q4 | $1K | Sell |
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|
2024
Q3 | $2K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $6K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $2K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $5K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $4K | Buy |
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|
2018
Q3 | $3K | Sell |
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|
2018
Q2 | $3K | Sell |
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|
2018
Q1 | $10K | Sell |
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|
2017
Q4 | $8.45M | Sell |
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|
2017
Q3 | $7.82M | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $6.72M | Sell |
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|
2016
Q4 | $6.33M | Buy |
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|
2016
Q3 | $5.34M | Buy |
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|
2016
Q2 | $4.62M | Sell |
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|
2016
Q1 | $4.7M | Buy |
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|
2015
Q4 | $21K | Sell |
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|
2015
Q3 | $35K | Buy |
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|
2015
Q2 | $24K | Hold |
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|
2015
Q1 | $24K | Sell |
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|
2014
Q4 | $29K | Sell |
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|
2014
Q3 | $36K | Sell |
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|
2014
Q2 | $73K | Hold |
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|
2014
Q1 | $69K | Sell |
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|
2013
Q4 | $70K | Sell |
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|
2013
Q3 | $112K | Buy |
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|
2013
Q2 | $87K | Buy |
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