Burton Enright Welch’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
Q4
$495K Sell
2025
Q3
$453K Buy
2025
Q2
$426K Buy
2025
Q1
$313K Sell
2024
Q4
$345K Buy
2024
Q3
$315K Hold
2024
Q2
$269K Sell
2024
Q1
$289K Sell
2023
Q4
$249K Sell
2023
Q3
$236K Buy