Transcend Capital 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 | $772K | Buy |
|
|||||
|
2025
Q2 | $573K | Sell |
|
|||||
|
2025
Q1 | $603K | Buy |
|
|||||
|
2024
Q4 | $551K | Sell |
|
|||||
|
2024
Q3 | $511K | Buy |
|
|||||
|
2024
Q2 | $436K | Buy |
|
|||||
|
2024
Q1 | $391K | Buy |
|
|||||
|
2023
Q4 | $297K | Buy |
|
|||||
|
2023
Q3 | $227K | Buy |
|
|||||
|
2023
Q2 | $261K | Sell |
|
|||||
|
2023
Q1 | $473K | Sell |
|
|||||
|
2022
Q4 | $479K | Buy |
|
|||||
|
2022
Q2 | – | Sell |
|
|||||
|
2022
Q1 | $242K | Sell |
|
|||||
|
2021
Q4 | $220K | Buy |
|
|||||
|
2021
Q3 | $215K | Sell |
|
|||||
|
2021
Q2 | $276K | Sell |
|
|||||
|
2021
Q1 | $289K | Buy |
|
|||||
|
2020
Q4 | $245K | Buy |
|