Concurrent Investment Advisors’s American Express AXP Stock Holding History

Concurrent Investment 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 Q3	$7.06M	Sell
2025 Q2	$7.03M	Buy
2025 Q1	$5.81M	Buy
2024 Q4	$6.09M	Buy
2024 Q3	$3.04M	Buy
2024 Q2	$2.43M	Buy
2024 Q1	$2.04M	Sell
2023 Q4	$2.63M	Buy