Concord Wealth Partners’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
$53.3K Sell
2025
Q1
$46.3K Hold
2024
Q4
$51K Sell
2024
Q3
$114K Buy
2024
Q2
$88.5K Sell
2024
Q1
$107K Buy
2023
Q4
$82.6K Sell
2023
Q3
$98.2K Sell
2023
Q2
$126K Sell
2023
Q1
$154K Sell
2022
Q4
$161K Buy
2022
Q3
Sell
2022
Q2
$177K Sell
2022
Q1
$240K Sell
2021
Q4
$224K Buy
2021
Q3
$116K Sell
2021
Q2
$193K Sell
2021
Q1
$178K Sell
2020
Q4
$166K Buy