Cherry Tree Wealth Management’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
$844K Sell
2025
Q1
$724K Buy
2024
Q4
$783K Hold
2024
Q3
$715K Sell
2024
Q2
$629K Buy
2024
Q1
$609K Hold
2023
Q4
$501K Sell
2023
Q3
$429K Hold
2023
Q2
$501K Buy