Buttonwood 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
2025
Q3
$2.88M Sell
2025
Q2
$3.01M Sell
2025
Q1
$2.65M Sell
2024
Q4
$2.97M Sell
2024
Q3
$2.82M Sell
2024
Q2
$2.46M Sell
2024
Q1
$2.5M Sell
2023
Q4
$2.07M Sell
2023
Q3
$1.68M Sell
2023
Q2
$1.97M Sell
2023
Q1
$1.88M Sell
2022
Q4
$1.75M Sell
2022
Q3
$1.69M Sell
2022
Q2
$1.67M Sell
2022
Q1
$2.28M Sell
2021
Q4
$2.04M Buy