CJM Wealth Advisers’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
$317K Hold
2025
Q2
$304K Hold
2025
Q1
$256K Sell
2024
Q4
$311K Hold
2024
Q3
$284K Hold
2024
Q2
$245K Hold
2024
Q1
$239K Buy