Baron Silver Stevens Financial 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
Q3
$531K Hold
2025
Q2
$510K Buy
2025
Q1
$383K Buy
2024
Q4
$408K Buy
2024
Q3
$318K Hold
2024
Q2
$272K Sell
2024
Q1
$298K Buy
2021
Q1
Sell
2020
Q4
$29K Buy