Trinity Legacy Partners’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
$5.05M Sell
2025
Q1
$4.92M Sell
2024
Q4
$6.18M Buy
2024
Q3
$5.62M Sell
2024
Q2
$5.06M Buy
2024
Q1
$4.94M Sell
2023
Q4
$4.53M Buy
2023
Q3
$3.6M Buy
2023
Q2
$4M Buy
2023
Q1
$3.55M Buy
2022
Q4
$2.99M Buy
2022
Q3
$2.58M Buy
2022
Q2
$2.55M Buy
2022
Q1
$776K Buy
2021
Q4
$620K Hold
2021
Q3
$634K Buy
2021
Q2
$644K Hold
2021
Q1
$560K Hold
2020
Q4
$451K Sell
2020
Q3
$444K Hold
2020
Q2
$409K Buy