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	24,890 -14,410	-37%	-$4.06M	0.18%	129
2025 Q1	$10.6M	Sell	39,300 -2,763	-7%	-$817K	0.13%	172
2024 Q4	$12.5M	Buy	42,063 +1,747	+4%	+$502K	0.14%	156
2024 Q3	$10.9M	Sell	40,316 -3,501	-8%	-$872K	0.12%	179
2024 Q2	$10.1M	Sell	43,817 -10,756	-20%	-$2.49M	0.11%	187
2024 Q1	$12.4M	Buy	54,573 +3,361	+7%	+$697K	0.14%	157
2023 Q4	$9.59M	Buy	51,212 +53	+0.1%	+$8.53K	0.12%	173
2023 Q3	$7.63M	Buy	51,159 +4,573	+10%	+$748K	0.11%	194
2023 Q2	$8.12M	Buy	46,586 +857	+2%	+$138K	0.11%	182
2023 Q1	$7.54M	Buy	45,729 +3,952	+9%	+$656K	0.11%	180
2022 Q4	$6.17M	Buy	41,777 +2,585	+7%	+$383K	0.1%	218
2022 Q3	$5.29M	Sell	39,192 -6,079	-13%	-$920K	0.09%	223
2022 Q2	$5.73M	Buy	45,271 +26,993	+148%	+$4.46M	0.12%	205
2022 Q1	$3.42M	Buy	+18,278	New	+$3.3M	0.06%	331