Avalon Trust’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
$76.2K Sell
2025
Q1
$99.3K Sell
2024
Q4
$188K Buy
2024
Q3
$161K Sell
2024
Q2
$153K Sell
2024
Q1
$171K Hold
2023
Q4
$141K Buy
2023
Q3
$102K Hold
2023
Q2
$119K Buy
2023
Q1
$65.2K Buy