BNC 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
$5.34M Buy
2025
Q2
$4.99M Buy
2025
Q1
$4.05M Buy
2024
Q4
$4.42M Buy
2024
Q3
$3.85M Buy
2024
Q2
$3.14M Buy
2024
Q1
$2.75M Buy
2023
Q4
$2.21M Buy
2023
Q3
$1.66M Buy
2023
Q2
$1.89M Buy
2023
Q1
$305K Sell
2022
Q4
$343K Sell
2022
Q3
$926K Sell
2022
Q2
$1.01M Buy
2022
Q1
$392K Buy
2021
Q4
$316K Sell
2021
Q3
$1.15M Buy
2021
Q2
$959K Buy
2020
Q4
Sell
2020
Q3
$7K Buy