Tyler-Stone 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
Q2 | $240K | Sell |
|
|||||
|
2025
Q1 | $213K | Buy |
|
|||||
|
2024
Q4 | $224K | Sell |
|
|||||
|
2024
Q3 | $206K | Buy |
|
|||||
|
2024
Q2 | $33.6K | Hold |
|
|||||
|
2024
Q1 | $33K | Sell |
|
|||||
|
2023
Q4 | $29K | Hold |
|
|||||
|
2023
Q3 | $23K | Hold |
|
|||||
|
2023
Q2 | $27K | Buy |
|
|||||
|
2022
Q4 | $23K | Hold |
|
|||||
|
2022
Q3 | $21K | Hold |
|
|||||
|
2022
Q2 | $21K | Hold |
|
|||||
|
2022
Q1 | $29K | Hold |
|
|||||
|
2021
Q4 | $25K | Buy |
|