Compass Ion Advisors’s American Express AXP Stock Holding History

Compass Ion Advisors’s Portfolio AXP Stock Details AXP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$482K	Buy
2025 Q1	$404K	Hold
2024 Q4	$445K	Hold
2024 Q3	$407K	Buy
2024 Q2	$339K	Hold
2024 Q1	$339K	Sell
2023 Q4	$280K	Sell
2023 Q3	$227K	Buy