180 Wealth Advisors’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 | $1.32M | Buy |
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|
2025
Q2 | $1.13M | Sell |
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|
2025
Q1 | $969K | Buy |
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|
2024
Q4 | $1.01M | Sell |
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|
2024
Q3 | $928K | Buy |
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|
2024
Q2 | $422K | Buy |
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|
2024
Q1 | $384K | Sell |
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|
2023
Q4 | $325K | Sell |
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|
2023
Q3 | $266K | Buy |
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|
2023
Q2 | $312K | Buy |
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|
2023
Q1 | $290K | Buy |
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|
2022
Q4 | $273K | Buy |
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|
2022
Q3 | $223K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $272K | Sell |
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|
2021
Q3 | $303K | Sell |
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|
2021
Q2 | $353K | Buy |
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