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	98,480 +48,169	+96%	+$13.6M	0.3%	74
2025 Q1	$13.6M	Buy	50,311 +8,216	+20%	+$2.43M	0.16%	159
2024 Q4	$12.5M	Sell	42,095 -27,462	-39%	-$7.89M	0.17%	170
2024 Q3	$18.9M	Buy	69,557 +24,906	+56%	+$6.2M	0.25%	104
2024 Q2	$10.3M	Buy	44,651 +41,173	+1,184%	+$9.54M	0.16%	170
2024 Q1	$792K	Sell	3,478 -6,568	-65%	-$1.36M	0.01%	395
2023 Q4	$1.88M	Buy	10,046 +6,654	+196%	+$1.07M	0.03%	321
2023 Q3	$506K	Buy	3,392 +78	+2%	+$12.8K	0.01%	457
2023 Q2	$577K	Buy	3,314 +39	+1%	+$6.29K	0.01%	400
2023 Q1	$540K	Sell	3,275 -458	-12%	-$76K	0.01%	409
2022 Q4	$552K	Buy	3,733 +131	+4%	+$19.4K	0.01%	394
2022 Q3	$486K	Buy	3,602 +600	+20%	+$90.8K	0.01%	407
2022 Q2	$416K	Sell	3,002 -66	-2%	-$10.9K	0.01%	431
2022 Q1	$573K	Sell	3,068 -765	-20%	-$138K	0.01%	428
2021 Q4	$627K	Buy	+3,833	New	+$654K	0.01%	439