Allen Mooney & Barnes Investment 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
$16.7M Sell
2025
Q2
$21.2M Sell
2025
Q1
$18M Sell
2024
Q4
$20.4M Sell
2024
Q3
$19.2M Sell
2024
Q2
$16.9M Buy
2024
Q1
$15.7M Sell
2023
Q4
$13.5M Buy
2023
Q3
$10.7M Buy
2023
Q2
$11.8M Sell
2023
Q1
$11.2M Buy
2022
Q4
$9.74M Buy
2022
Q3
$8.78M Buy
2022
Q2
$8.89M Buy
2022
Q1
$11.3M Buy