Waldron Private Wealth’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 | $602K | Buy |
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|
2025
Q2 | $468K | Sell |
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|
2025
Q1 | $400K | Sell |
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|
2024
Q4 | $1.69M | Buy |
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|
2024
Q3 | $1.54M | Buy |
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|
2024
Q2 | $1.26M | Buy |
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|
2024
Q1 | $1.2M | Buy |
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|
2023
Q4 | $852K | Sell |
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|
2023
Q3 | $770K | Buy |
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|
2023
Q2 | $867K | Sell |
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|
2023
Q1 | $945K | Buy |
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|
2022
Q4 | $734K | Hold |
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|
2022
Q3 | $734K | Buy |
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|
2022
Q2 | $693K | Buy |
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|
2022
Q1 | $923K | Buy |
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|
2021
Q4 | $774K | Buy |
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|
2021
Q3 | $792K | Buy |
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|
2021
Q2 | $414K | Sell |
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|
2021
Q1 | $366K | Buy |
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|
2020
Q4 | $312K | Buy |
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|
2020
Q3 | $242K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $255K | Sell |
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|
2019
Q1 | $382K | Buy |
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|
2018
Q4 | $311K | Buy |
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|
2018
Q3 | $223K | Sell |
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|
2018
Q2 | $206K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $208K | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $246K | Buy |
|