1900 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
Q3
$407K Hold
2025
Q2
$391K Buy
2025
Q1
$319K Buy
2024
Q4
$346K Hold
2024
Q3
$316K Sell
2024
Q2
$270K Hold
2024
Q1
$265K Hold
2023
Q4
$218K Buy
2023
Q3
Sell
2023
Q2
$220K Sell
2023
Q1
$249K Hold
2022
Q4
$249K Hold
2022
Q3
$228K Hold
2022
Q2
$234K Sell
2022
Q1
$424K Buy
2021
Q4
$353K Buy