Brendel Financial Advisors’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	$4.22M	Hold	13,960	–	–	2.09%	14
2025 Q4	$5.16M	Hold	13,960	–	–	2.54%	7
2025 Q3	$4.64M	Hold	13,960	–	–	2.38%	7
2025 Q2	$4.45M	Sell	13,960 -61	-0.4%	-$17.2K	2.49%	5
2025 Q1	$3.77M	Hold	14,021	–	–	2.29%	13
2024 Q4	$4.16M	Hold	14,021	–	–	2.52%	6
2024 Q3	$3.8M	Hold	14,021	–	–	2.16%	14
2024 Q2	$3.25M	Hold	14,021	–	–	2.06%	14
2024 Q1	$3.19M	Hold	14,021	–	–	3.65%	9
2023 Q4	$2.63M	Buy	+14,021	New	+$2.26M	1.72%	26
2023 Q2	–	Sell	-14,064	Closed	-$2.32M	–	54
2023 Q1	$2.32M	Buy	+14,064	New	+$2.33M	1.72%	24
2022 Q3	–	Sell	-15,034	Closed	-$2.08M	–	46
2022 Q2	$2.08M	Buy	15,034 +43	+0.3%	+$7.1K	1.81%	19
2022 Q1	$2.8M	Hold	14,991	–	–	1.52%	24
2021 Q4	$2.45M	Buy	+14,991	New	+$2.56M	1.27%	31
2021 Q3	–	Sell	-14,100	Closed	-$2.33M	–	79
2021 Q2	$2.33M	Sell	14,100 -2,700	-16%	-$423K	1.28%	26
2021 Q1	$2.38M	Hold	16,800	–	–	1.59%	28
2020 Q4	$2.03M	Hold	16,800	–	–	1.38%	29
2020 Q3	$1.68M	Hold	16,800	–	–	1.35%	31
2020 Q2	$1.6M	Hold	16,800	–	–	1.38%	32
2020 Q1	$1.44M	Hold	16,800	–	–	1.69%	26
2019 Q4	$2.09M	Hold	16,800	–	–	1.78%	24
2019 Q3	$1.99M	Hold	16,800	–	–	1.79%	23
2019 Q2	$2.07M	Hold	16,800	–	–	2.01%	20
2019 Q1	$1.84M	Hold	16,800	–	–	1.65%	30
2018 Q4	$1.6M	Buy	+16,800	New	+$1.76M	1.84%	22