Atria Wealth Solutions’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 | $7.98M | Sell |
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|
2025
Q1 | $10.6M | Sell |
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|
2024
Q4 | $12.5M | Buy |
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|
2024
Q3 | $10.9M | Sell |
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|
2024
Q2 | $10.1M | Sell |
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|
2024
Q1 | $12.4M | Buy |
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|
2023
Q4 | $9.59M | Buy |
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|
2023
Q3 | $7.63M | Buy |
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|
2023
Q2 | $8.12M | Buy |
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|
2023
Q1 | $7.54M | Buy |
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|
2022
Q4 | $6.17M | Buy |
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|
2022
Q3 | $5.29M | Sell |
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|
2022
Q2 | $5.73M | Buy |
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|
2022
Q1 | $3.42M | Buy |
|