Triangle Securities 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
Q3 | $893K | Buy |
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|
2025
Q2 | $638K | Sell |
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|
2025
Q1 | $736K | Buy |
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|
2024
Q4 | $797K | Sell |
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|
2024
Q3 | $735K | Hold |
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|
2024
Q2 | $628K | Hold |
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|
2024
Q1 | $617K | Hold |
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|
2023
Q4 | $508K | Hold |
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|
2023
Q3 | $404K | Buy |
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|
2023
Q2 | $466K | Hold |
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|
2023
Q1 | $441K | Hold |
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|
2022
Q4 | $395K | Hold |
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|
2022
Q3 | $361K | Sell |
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|
2022
Q2 | $384K | Hold |
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|
2022
Q1 | $518K | Hold |
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|
2021
Q4 | $453K | Buy |
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|
2021
Q3 | $448K | Hold |
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|
2021
Q2 | $442K | Hold |
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|
2021
Q1 | $378K | Hold |
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|
2020
Q4 | $324K | Sell |
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|
2020
Q3 | $295K | Hold |
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|
2020
Q2 | $280K | Hold |
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|
2020
Q1 | $252K | Buy |
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|
2019
Q4 | $354K | Hold |
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|
2019
Q3 | $336K | Sell |
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|
2019
Q2 | $361K | Sell |
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|
2019
Q1 | $347K | Sell |
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|
2018
Q4 | $315K | Hold |
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|
2018
Q3 | $352K | Hold |
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|
2018
Q2 | $324K | Hold |
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|
2018
Q1 | $308K | Buy |
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|
2017
Q4 | $318K | Hold |
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|
2017
Q3 | $290K | Hold |
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|
2017
Q2 | $270K | Sell |
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|
2017
Q1 | $270K | Buy |
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|
2016
Q4 | $213K | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $200K | Hold |
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|
2015
Q3 | $213K | Hold |
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|
2015
Q2 | $224K | Hold |
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|
2015
Q1 | $225K | Hold |
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|
2014
Q4 | $268K | Hold |
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|
2014
Q3 | $252K | Hold |
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|
2014
Q2 | $273K | Buy |
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|
2014
Q1 | – | Sell |
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|
2013
Q4 | $261K | Hold |
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|
2013
Q3 | $217K | Hold |
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|
2013
Q2 | $215K | Buy |
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