Beverly Hills Private Wealth’s American Express AXP Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$2.03M	Sell	6,695 -379	-5%	-$127K	0.34%	80
2025 Q4	$2.62M	Sell	7,074 -149	-2%	-$53.3K	0.45%	65
2025 Q3	$2.4M	Sell	7,223 -529	-7%	-$168K	0.42%	69
2025 Q2	$2.47M	Buy	7,752 +249	+3%	+$70.1K	0.46%	58
2025 Q1	$2.02M	Sell	7,503 -18	-0.2%	-$5.32K	0.4%	69
2024 Q4	$2.23M	Sell	7,521 -222	-3%	-$63.8K	0.45%	57
2024 Q3	$2.1M	Sell	7,743 -1,184	-13%	-$295K	0.42%	67
2024 Q2	$2.07M	Sell	8,927 -509	-5%	-$118K	0.45%	60
2024 Q1	$2.15M	Sell	9,436 -679	-7%	-$141K	0.5%	56
2023 Q4	$1.89M	Sell	10,115 -289	-3%	-$46.5K	0.49%	58
2023 Q3	$1.55M	Sell	10,404 -10,331	-50%	-$1.69M	0.46%	63
2023 Q2	$3.43M	Buy	20,735 +10,424	+101%	+$1.68M	0.56%	55
2023 Q1	$1.7M	Buy	10,311 +1,909	+23%	+$317K	0.53%	55
2022 Q4	$1.24M	Buy	+8,402	New	+$1.24M	0.54%	59