Biltmore Family Office’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
Sell
2025
Q4
$223K Sell
2025
Q3
$204K Sell
2025
Q2
$200K Sell
2025
Q1
$209K Buy
2020
Q1
Sell
2019
Q4
$8.22M Hold
2019
Q3
$7.81M Buy
2019
Q2
$4.07M Hold
2019
Q1
$3.61M Hold
2018
Q4
$3.15M Hold
2018
Q3
$3.51M Hold
2018
Q2
$3.23M Hold
2018
Q1
$3.08M Hold
2017
Q4
$3.28M Buy