Zhang Financial’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 | $3.9M | Buy |
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|
2025
Q1 | $3.23M | Buy |
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|
2024
Q4 | $2.8M | Buy |
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|
2024
Q3 | $2.37M | Buy |
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|
2024
Q2 | $1.93M | Buy |
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|
2024
Q1 | $1.65M | Buy |
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|
2023
Q4 | $1.01M | Buy |
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|
2023
Q3 | $752K | Buy |
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|
2023
Q2 | $787K | Buy |
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|
2023
Q1 | $510K | Buy |
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|
2022
Q4 | $374K | Buy |
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|
2022
Q3 | $301K | Buy |
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|
2022
Q2 | $309K | Buy |
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|
2022
Q1 | $297K | Buy |
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|
2015
Q3 | – | Sell |
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|
2015
Q2 | $228K | Hold |
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|
2015
Q1 | $230K | Hold |
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|
2014
Q4 | $274K | Buy |
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|
2014
Q3 | $205K | Buy |
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