Wealthcare Advisory 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 | $1.43M | Buy |
|
|||||
|
2025
Q1 | $1.19M | Sell |
|
|||||
|
2024
Q4 | $1.46M | Buy |
|
|||||
|
2024
Q3 | $1.3M | Buy |
|
|||||
|
2024
Q2 | $1.01M | Sell |
|
|||||
|
2024
Q1 | $1.04M | Buy |
|
|||||
|
2023
Q4 | $802K | Sell |
|
|||||
|
2023
Q3 | $643K | Buy |
|
|||||
|
2023
Q2 | $572K | Buy |
|
|||||
|
2023
Q1 | $445K | Buy |
|
|||||
|
2022
Q4 | $340K | Buy |
|
|||||
|
2022
Q3 | $261K | Buy |
|
|||||
|
2022
Q2 | $226K | Sell |
|
|||||
|
2022
Q1 | $312K | Buy |
|
|||||
|
2021
Q4 | $265K | Sell |
|
|||||
|
2021
Q3 | $279K | Buy |
|
|||||
|
2021
Q2 | $233K | Sell |
|
|||||
|
2021
Q1 | $280K | Buy |
|
|||||
|
2020
Q2 | – | Sell |
|
|||||
|
2020
Q1 | $148K | Buy |
|
|||||
|
2019
Q4 | $211K | Buy |
|
|||||
|
2019
Q3 | $200K | Buy |
|
|||||
|
2019
Q2 | $196K | Buy |
|
|||||
|
2019
Q1 | $168K | Buy |
|
|||||
|
2018
Q4 | $146K | Sell |
|
|||||
|
2018
Q3 | $171K | Buy |
|
|||||
|
2018
Q2 | $85K | Buy |
|
|||||
|
2018
Q1 | $34K | Sell |
|
|||||
|
2017
Q4 | $37K | Buy |
|
|||||
|
2017
Q3 | $12K | Buy |
|
|||||
|
2017
Q2 | $0 | Hold |
|
|||||
|
2017
Q1 | $0 | Hold |
|
|||||
|
2016
Q4 | $0 | Hold |
|
|||||
|
2016
Q3 | $0 | Hold |
|
|||||
|
2016
Q2 | $0 | Buy |
|