Aaron 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
2026 Q1	$1.84M	Sell	6,094 -1,278	-17%	-$429K	0.1%	119
2025 Q4	$2.73M	Buy	7,372 +2,042	+38%	+$731K	0.15%	94
2025 Q3	$1.77M	Buy	5,330 +943	+21%	+$300K	0.1%	125
2025 Q2	$1.4M	Buy	4,387 +71	+2%	+$20K	0.14%	101
2025 Q1	$1.16M	Buy	4,316 +90	+2%	+$26.6K	0.13%	108
2024 Q4	$1.25M	Buy	4,226 +152	+4%	+$43.7K	0.15%	91
2024 Q3	$1.1M	Buy	4,074 +381	+10%	+$94.9K	0.13%	108
2024 Q2	$855K	Buy	3,693 +426	+13%	+$98.7K	0.12%	114
2024 Q1	$744K	Buy	3,267 +322	+11%	+$66.8K	0.11%	120
2023 Q4	$552K	Buy	2,945 +82	+3%	+$13.2K	0.09%	134
2023 Q3	$427K	Sell	2,863 -10,100	-78%	-$1.65M	0.06%	165
2023 Q2	$2.26M	Buy	12,963 +93	+0.7%	+$15K	0.29%	55
2023 Q1	$2.12M	Buy	12,870 +237	+2%	+$39.3K	0.29%	57
2022 Q4	$1.87M	Buy	12,633 +1,104	+10%	+$164K	0.27%	62
2022 Q3	$1.55M	Buy	11,529 +9,873	+596%	+$1.49M	0.29%	59
2022 Q2	$229K	Sell	1,656 -236,395	-99%	-$39M	0.06%	172
2022 Q1	$1.27M	Buy	+238,051	New	+$43M	0.02%	307