Zullo Investment Group’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 | $626K | Sell |
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|
2025
Q2 | $603K | Sell |
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|
2025
Q1 | $935K | Buy |
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|
2024
Q4 | $1.01M | Buy |
|
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|
2024
Q3 | $886K | Buy |
|
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|
2024
Q2 | $752K | Buy |
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|
2024
Q1 | $704K | Buy |
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|
2023
Q4 | $565K | Buy |
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|
2023
Q3 | $434K | Buy |
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|
2023
Q2 | $451K | Buy |
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|
2023
Q1 | $417K | Buy |
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|
2022
Q4 | $368K | Buy |
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|
2022
Q3 | $334K | Buy |
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|
2022
Q2 | $341K | Buy |
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|
2022
Q1 | $454K | Sell |
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|
2021
Q4 | $398K | Buy |
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