Accurate 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
$1.48M Buy
2025
Q2
$1.32M Buy
2025
Q1
$787K Buy
2024
Q4
$742K Buy
2024
Q3
$620K Buy
2024
Q2
$501K Buy
2024
Q1
$462K Sell
2023
Q4
$381K Buy
2023
Q3
$287K Buy
2023
Q2
$275K Buy
2023
Q1
$246K Buy
2022
Q4
$131K Buy