Beaird Harris Wealth Management’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 | $142K | Hold |
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|
2025
Q2 | $136K | Buy |
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|
2025
Q1 | $108K | Hold |
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|
2024
Q4 | $119K | Buy |
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|
2024
Q3 | $76.3K | Buy |
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|
2024
Q2 | $63.2K | Sell |
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|
2024
Q1 | $115K | Sell |
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|
2023
Q4 | $98.1K | Buy |
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|
2023
Q3 | $74.6K | Buy |
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|
2023
Q2 | $83.7K | Buy |
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|
2023
Q1 | $79.2K | Sell |
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|
2022
Q4 | $83.3K | Buy |
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|
2022
Q3 | $65K | Buy |
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|
2022
Q2 | $66K | Sell |
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|
2022
Q1 | $113K | Sell |
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|
2021
Q4 | $180K | Buy |
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