Birchcreek 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
Q2
$411K Sell
2025
Q1
$394K Sell
2024
Q4
$466K Sell
2024
Q3
$481K Buy
2024
Q2
$389K Buy
2024
Q1
$370K Buy
2023
Q4
$256K Buy
2021
Q1
Sell
2020
Q4
$84K Buy