Wealthquest’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 | $580K | Buy |
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|
2025
Q1 | $477K | Buy |
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|
2024
Q4 | $525K | Buy |
|
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|
2024
Q3 | $466K | Buy |
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|
2024
Q2 | $401K | Hold |
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|
2024
Q1 | $394K | Buy |
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|
2023
Q4 | $322K | Sell |
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|
2023
Q3 | $260K | Buy |
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|
2023
Q2 | $299K | Hold |
|
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|
2023
Q1 | $284K | Sell |
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|
2022
Q4 | $260K | Hold |
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|
2022
Q3 | $237K | Hold |
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|
2022
Q2 | $244K | Sell |
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|
2022
Q1 | $288K | Hold |
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|
2021
Q4 | $288K | Sell |
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|
2021
Q3 | $302K | Sell |
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|
2021
Q2 | $305K | Buy |
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|
2021
Q1 | $243K | Sell |
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|
2020
Q4 | $211K | Buy |
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|
2019
Q4 | $237K | Sell |
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|
2019
Q3 | $226K | Buy |
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|
2019
Q2 | $227K | Sell |
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|
2019
Q1 | $223K | Buy |
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|
2015
Q3 | $248K | Buy |
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|
2015
Q2 | $248K | Hold |
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|
2015
Q1 | $249K | Hold |
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|
2014
Q4 | $297K | Buy |
|