Xcel Wealth Management’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 | $3.21M | Buy |
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|
2025
Q1 | $2.63M | Sell |
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|
2024
Q4 | $2.91M | Hold |
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|
2024
Q3 | $2.66M | Sell |
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|
2024
Q2 | $2.27M | Sell |
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|
2024
Q1 | $2.33M | Sell |
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|
2023
Q4 | $2.21M | Sell |
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|
2023
Q3 | $1.87M | Sell |
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|
2023
Q2 | $2.23M | Buy |
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|
2023
Q1 | $2.07M | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $464K | Hold |
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|
2021
Q4 | $406K | Buy |
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|
2021
Q3 | $415K | Hold |
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|
2021
Q2 | $410K | Buy |
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