Amplius 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 | $488K | Sell |
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|
2025
Q2 | $535K | Buy |
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|
2025
Q1 | $439K | Buy |
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|
2024
Q4 | $483K | Buy |
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|
2024
Q3 | $420K | Buy |
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|
2024
Q2 | $358K | Hold |
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|
2024
Q1 | $352K | Buy |
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|
2023
Q4 | $281K | Buy |
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|
2023
Q3 | $218K | Buy |
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|
2023
Q2 | $254K | Sell |
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|
2023
Q1 | $245K | Buy |
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|
2022
Q4 | $215K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $273K | Buy |
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|
2021
Q4 | $229K | Buy |
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