Wealthspire Advisors (New York)’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 | $3.59M | Buy |
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|
2025
Q1 | $3.02M | Sell |
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|
2024
Q4 | $3.35M | Buy |
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|
2024
Q3 | $2.68M | Buy |
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|
2024
Q2 | $1.27M | Sell |
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|
2024
Q1 | $1.32M | Sell |
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|
2023
Q4 | $1.19M | Buy |
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|
2023
Q3 | $854K | Buy |
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|
2023
Q2 | $884K | Sell |
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|
2023
Q1 | $838K | Sell |
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|
2022
Q4 | $1.01M | Buy |
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|
2022
Q3 | $688K | Buy |
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|
2022
Q2 | $553K | Buy |
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|
2022
Q1 | $625K | Sell |
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|
2021
Q4 | $1.13M | Sell |
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|
2021
Q3 | $1.31M | Buy |
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|
2021
Q2 | $426K | Sell |
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|
2021
Q1 | $2M | Buy |
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|
2020
Q4 | $1.05M | Buy |
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|
2020
Q3 | $506K | Buy |
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|
2020
Q2 | $369K | Sell |
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|
2020
Q1 | $889K | Buy |
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|
2019
Q4 | $270K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $75K | Buy |
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