WealthPLAN 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
Q3 | – | Sell |
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|
2025
Q2 | $281K | Hold |
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|
2025
Q1 | $237K | Buy |
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|
2023
Q3 | – | Sell |
|
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|
2023
Q2 | $101K | Sell |
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|
2023
Q1 | $112K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $271K | Sell |
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|
2020
Q1 | $270K | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $14.4K | Buy |
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|
2016
Q3 | $112K | Sell |
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|
2016
Q2 | $112K | Buy |
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|
2015
Q4 | $22.8K | Buy |
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|
2015
Q2 | $16K | Sell |
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|
2015
Q1 | $48K | Buy |
|