Authentikos Wealth Advisory’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
Q1
Sell
2024
Q4
$890K Buy
2024
Q3
Sell
2024
Q2
$695K Hold
2024
Q1
$683K Hold
2023
Q4
$562K Hold
2023
Q3
$448K Sell
2023
Q2
$526K Sell
2023
Q1
$450K Buy