Caliber Wealth Management (Utah)’s American Express AXP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q1
$3.15M Buy
2023
Q4
$2.58M Buy
2023
Q3
$1.98M Buy
2023
Q2
$2.16M Buy
2023
Q1
$1.96M Buy
2022
Q4
$1.34M Sell
2022
Q3
$1.45M Buy
2022
Q2
$1.44M Buy