Capital Advisory Group Advisory Services’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
Sell
2025
Q4
$982K Sell
2025
Q3
$886K Buy
2025
Q2
$692K Buy
2025
Q1
$556K Buy
2024
Q4
$532K Buy
2022
Q2
Sell
2022
Q1
$19K Buy