Traphagen Investment 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 | $735K | Buy |
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|
2025
Q2 | $730K | Sell |
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|
2025
Q1 | $637K | Sell |
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|
2024
Q4 | $772K | Sell |
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|
2024
Q3 | $706K | Buy |
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|
2024
Q2 | $582K | Hold |
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|
2024
Q1 | $572K | Buy |
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|
2023
Q4 | $470K | Buy |
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|
2023
Q3 | $373K | Hold |
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|
2023
Q2 | $435K | Hold |
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|
2023
Q1 | $412K | Sell |
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|
2022
Q4 | $379K | Buy |
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|
2022
Q3 | $239K | Hold |
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|
2022
Q2 | $258K | Sell |
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|
2022
Q1 | $353K | Sell |
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|
2021
Q4 | $283K | Hold |
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|
2021
Q3 | $290K | Buy |
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|
2021
Q2 | $269K | Hold |
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|
2021
Q1 | $230K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $207K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $203K | Buy |
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