Atlas Private 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
Q2 | $889K | Buy |
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|
2025
Q1 | $737K | Buy |
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|
2024
Q4 | $791K | Buy |
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|
2024
Q3 | $722K | Sell |
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|
2024
Q2 | $700K | Buy |
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|
2024
Q1 | $350K | Sell |
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|
2023
Q4 | $510K | Buy |
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|
2023
Q3 | $395K | Buy |
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|
2023
Q2 | $287K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $178K | Sell |
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|
2021
Q2 | $179K | Buy |
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|
2021
Q1 | $144K | Sell |
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|
2020
Q4 | $822K | Buy |
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|
2020
Q3 | $53K | Buy |
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|
2020
Q2 | $50K | Buy |
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