Wealth Alliance’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 | $1.73M | Buy |
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|
2025
Q1 | $1.31M | Sell |
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|
2024
Q4 | $1.46M | Sell |
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|
2024
Q3 | $1.37M | Buy |
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|
2024
Q2 | $1.15M | Sell |
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|
2024
Q1 | $1.2M | Sell |
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|
2023
Q4 | $1.01M | Sell |
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|
2023
Q3 | $882K | Buy |
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|
2023
Q2 | $1.01M | Buy |
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|
2023
Q1 | $923K | Buy |
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|
2022
Q4 | $787K | Buy |
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|
2022
Q3 | $651K | Buy |
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|
2022
Q2 | $645K | Sell |
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|
2022
Q1 | $998K | Sell |
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|
2021
Q4 | $899K | Buy |
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|
2021
Q3 | $909K | Sell |
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|
2021
Q2 | $977K | Buy |
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|
2021
Q1 | $750K | Sell |
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|
2020
Q4 | $765K | Sell |
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|
2020
Q3 | $719K | Buy |
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|
2020
Q2 | $673K | Buy |
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|
2020
Q1 | $374K | Buy |
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