Wealth Architects’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 | $676K | Buy |
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|
2025
Q1 | $564K | Sell |
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|
2024
Q4 | $634K | Sell |
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|
2024
Q3 | $598K | Sell |
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|
2024
Q2 | $515K | Sell |
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|
2024
Q1 | $511K | Buy |
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|
2023
Q4 | $419K | Buy |
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|
2023
Q3 | $323K | Sell |
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|
2023
Q2 | $382K | Sell |
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|
2023
Q1 | $371K | Sell |
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|
2022
Q4 | $336K | Sell |
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|
2022
Q3 | $312K | Sell |
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|
2022
Q2 | $336K | Sell |
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|
2022
Q1 | $460K | Buy |
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|
2021
Q4 | $376K | Sell |
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|
2021
Q3 | $447K | Sell |
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|
2021
Q2 | $447K | Buy |
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|
2021
Q1 | $365K | Buy |
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|
2020
Q4 | $297K | Sell |
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|
2020
Q3 | $252K | Buy |
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|
2020
Q2 | $203K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $235K | Sell |
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|
2019
Q3 | $225K | Sell |
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|
2019
Q2 | $247K | Buy |
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|
2019
Q1 | $214K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $206K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $214K | Sell |
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|
2017
Q3 | $209K | Buy |
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|
2015
Q3 | – | Sell |
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|
2015
Q2 | $309K | Buy |
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|
2015
Q1 | – | Sell |
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|
2014
Q4 | $213K | Buy |
|