Congress 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 | $31.4M | Buy |
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|
2025
Q1 | $13.6M | Buy |
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|
2024
Q4 | $12.5M | Sell |
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|
2024
Q3 | $18.9M | Buy |
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|
2024
Q2 | $10.3M | Buy |
|
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|
2024
Q1 | $792K | Sell |
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|
2023
Q4 | $1.88M | Buy |
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|
2023
Q3 | $506K | Buy |
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|
2023
Q2 | $577K | Buy |
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|
2023
Q1 | $540K | Sell |
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|
2022
Q4 | $552K | Buy |
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|
2022
Q3 | $486K | Buy |
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|
2022
Q2 | $416K | Sell |
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|
2022
Q1 | $573K | Sell |
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|
2021
Q4 | $627K | Buy |
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