CBIZ Investment 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
2025
Q2
$38.9K Buy
2025
Q1
$5.38K Buy
2024
Q4
Sell
2024
Q3
$54.2K Hold
2024
Q2
$46.3K Hold
2024
Q1
$45.5K Buy